GR
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Gerald R Russo

28 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
16 advisors
Number of Clients
1,478 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
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Location

100 Market Street, Suite 203, Portsmouth, NH, 03801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gerald is an Executive Director at Wellesley Asset Management, Inc., overseeing institutional sales since 2017. This activity is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
Foreside Fund Services, LLCBroker
January 2017 - Present · 9 yrs 1 mo
Wellesley Asset Management, INC.
June 2015 - Present · 10 yrs 8 mos
Previous Registrations
Northern Lights Distributors, LLCBroker
May 2015 - December 2016 · 1 yr 7 mos
TD Ameritrade, INC.Broker
September 2000 - March 2015 · 14 yrs 6 mos
American Skandia Marketing, INC.Broker
August 1998 - September 2000 · 2 yrs 1 mo
New England Funds, L.P.Broker
January 1998 - May 1998 · 4 mos
Fechtor, Detwiler & CO., INC.Broker
April 1997 - November 1997 · 7 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.