Advisor at Osaic Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Patchogue, NY 11772
Credentials
CFP®, Series 63, Series 65
Industry experience
26 years
Richard Russo Jr. is a CFP® with 26 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. He has held roles at Triad Financial Inc. and Montuori & Associates since the late 1990s. Outside of advisory services, he oversees tax and accounting operations for Long Island Financial Services Group and is a licensed independent insurance agent in New York. Osaic Advisory Services, LLC is an SEC-registered adviser managing approximately $12.47 billion in client assets, serving a diverse client base including individuals, charities, corporations, and institutional entities. The firm offers a range of managed account programs, financial planning, retirement consulting, and lending solutions through a representative-driven model utilizing multiple investment platforms and strategies.
Based on Osaic Advisory Services, LLC
Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth clients
$0+: Negotiable, maximum up to 2.50% annually for Advisory Representative Managed Account Programs (Ally and Counsel Programs) with flat, linear, or tiered billing options $0+: Up to 3.00% annually for Plan Participant Retirement Program (management fee on total assets, fixed percentage or tiered fee schedule) $0+: Retirement Plan Consulting Services: Fixed fees $1,000 - $100,000; Hourly fees $50 - $300 per hour; Basis points up to 1.25% (125 basis points)
Advisory Representatives may receive commissions through Osaic Wealth when selling securities or insurance products; commissions are separate from advisory fees
Hourly fees for financial planning/consulting generally range from $0 to $750 per hour
Minimum fee: Minimum service fee which is the greater of $30 or up to 0.15% annually assessed to the advisor per account Fee-only: Financial planning and consulting services charged on hourly or fixed fee basis; hourly fees range $0 - $750 per hour; fixed fees generally up to $25,000 but can exceed for high net worth individuals
629 Medford Ave, Suite 5
Patchogue, NY 11772
California · Florida · New York · North Carolina · South Carolina · Virginia
Osaic Advisory Services
2024 - Present (2 years)
OSAIC
2024 - Present (2 years)
Triad Financial Inc.
1999 - Present (27 years)
Montuori & Assoc
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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PFS™
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