DR
DR

Dominic Russo

18 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
118 advisors
Number of Clients
5,431 clients
Average Client Portfolio
$33.3M average
Assets Under Management
$180.6B

Fee Structure

Minimum Investment:$3K
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Location

2850 Rolling Meadows, Rolling Meadows, IL, 60008

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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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Employment History
Current Registrations
Gallagher Fiduciary Advisors, LLC
May 2025 - Present · 9 mos
Gbs Retirement Services, INC.Broker
May 2025 - Present · 9 mos
Previous Registrations
Transamerica Financial Advisors, LLCBroker
April 2024 - May 2025 · 1 yr 1 mo
Transamerica Financial Advisors, LLC
April 2024 - May 2025 · 1 yr 1 mo
Grove Point Advisors, LLC
April 2024 - April 2024 · 0 mos
Next Financial Group, INC.Broker
December 2023 - April 2024 · 4 mos
Grove Point Investments, LLCBroker
November 2018 - April 2024 · 5 yrs 5 mos
Hornor, Townsend & Kent, INC.Broker
November 2006 - October 2018 · 11 yrs 11 mos
State Registrations2 states
ILPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.