TrueAdvisor
TrueAdvisor
DR
DR

Daniel Joseph Russo

Potomac Fund Management
21 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Potomac Fund Management
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
1,408 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.9B

Fee Structure

Financial Planning:Investment management only

Location

Manhasset, NY

Get directions

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.

Learn about disclosures →
Other Business Activities

Daniel is an adjunct lecturer at Baruch College since 2019, an activity that is not investment-related. This takes about 10-20% of Daniel's time.

Employment History
Current Registrations
Potomac
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Needham & Company, LLCBroker
June 2011 - February 2018 · 6 yrs 8 mos
Susquehanna Financial Group, LllpBroker
December 2007 - May 2011 · 3 yrs 5 mos
Sig Index Specialists, LLCBroker
November 2007 - January 2008 · 2 mos
Sig Specialists, INC.Broker
February 2002 - December 2007 · 5 yrs 10 mos
Fleet Specialist, INC.Broker
October 2000 - February 2002 · 1 yr 4 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.