Richard Anthony Russo

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-03
CA	RA	APPROVED	2024-10-12
NY	RA	APPROVED	2024-10-12
NC	RA	APPROVED	2024-10-12
SC	RA	APPROVED	2024-10-12
VA	RA	APPROVED	2024-10-12

FL RA
APPROVED

Since 2025-03-03
CA RA
APPROVED

Since 2024-10-12
NY RA
APPROVED

Since 2024-10-12
NC RA
APPROVED

Since 2024-10-12
SC RA
APPROVED

Since 2024-10-12
VA RA
APPROVED

Since 2024-10-12

Branch Locations

629 Medford Ave Suite 5, Patchogue, NY 11772 • United States

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Montuori & Assoc	Bohemia	NY	06/1998	Present
Triad Financial Inc.	Jericho	NY	07/1999	Present
Osaic Wealth, Inc.	Scottsdale	AZ	10/2024	Present
Osaic Advisory Services	Atlanta	GA	10/2024	Present

06/1998 → Present

Montuori & Assoc

Bohemia, NY
07/1999 → Present

Triad Financial Inc.

Jericho, NY
10/2024 → Present

Osaic Wealth, Inc.

Scottsdale, AZ
10/2024 → Present

Osaic Advisory Services

Atlanta, GA

Previous Registrations

2004-08-03 → 2024-10-11

American Portfolios Advisors, Inc

Holbrook, NY

Other Businesses

1. LONG ISLAND FINANCIAL SERVICES GROUP - TAX & ACCOUNTING SERVICES. HRS VARY. 2. RICH RUSSO NYS LICENSED INSURANCE AGENT. INDEPENDENT INSURANCE AGENT. 5 HOURS DEVOTED PER MONTH, 1 HOUR DURING MARKET HOURS. NOT SECURITIES RELATED. START DATE 3/24/2000. 3. LONG ISLAND FINANCIAL SERVICES GROUP POSITION: Tax Accountant NATURE: TAX & ACCOUNTING SERVICES Corp INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 09/19/2001 ADDRESS: 629 Medford Ave, Suite #5, Patchogue NY 11772, United States DESCRIPTION: Oversee Tax and accounting services

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-08-19
S63	Uniform Securities Agent State Law Examination	1999-05-21

S65 Uniform Investment Adviser Law Examination

1999-08-19
S63 Uniform Securities Agent State Law Examination

1999-05-21

Designations

Certified Financial Planner

View on SEC IAPD