TR
CFA
TR
CFA

Thomas Wyatt Russo

7 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
290 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$1.7B
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Location

720 5th Avenue South, Ste. 200, Naples, FL, 34102

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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
Naples Global Advisors
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
August 2018 - May 2023 · 4 yrs 9 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.