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Matthew Alfred Russo

Chicago Investment Advisory Group

Mokena, IL

Fort Meyers, FL

CRD 7729459

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Employer firm

Chicago Investment Advisory Group CRD 142810

$275M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Chicago Investment Advisory Group

19015 S. Jodi Rd., Suite G, Mokena, IL 60448 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-06-25
FL RA APPROVED 2024-06-03
  • IL RA
    APPROVED
    Since 2024-06-25
  • FL RA
    APPROVED
    Since 2024-06-03

Branch Locations

19015 S. Jodi Rd., Suite G, Mokena, IL 60448 • United States

Fort Meyers, FL • 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
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 05/2023 01/2024
Chicago Investment Advisory Group Mokena IL 05/2020 08/2020
Unemployed Mokena IL 01/2010 05/2020
Cardinal Stritch University Milwaukee WI 08/2019 05/2021
Grand Canyon University Phoenix AZ 06/2021 05/2023
Chicago Investment Advisory Group Fox Point WI 08/2020 05/2021
Chicago Investment Advisory Group Mokena IL 05/2021 08/2021
Chicago Investment Advisory Group Phoenix AZ 08/2021 05/2022
Chicago Investment Advisory Group Mokena IL 05/2022 08/2022
Berkshire Hathaway Scottsdale AZ 03/2024 05/2024
Chicago Investment Advisory Group Mokena IL 05/2024 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-02
S63 Uniform Securities Agent State Law Examination 2023-11-13
  • S66 Uniform Combined State Law Examination
    2023-12-02
  • S63 Uniform Securities Agent State Law Examination
    2023-11-13
Other Names
  • Matt Russo
  • Matthew A Russo
  • Matthew Russo

View on SEC IAPD

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