Unclaimed Profile

Jeffrey Russo

CMA ADVISORY GROUP, LLC·ORLANDO, Florida

CMA ADVISORY GROUP, LLC

5401 SOUTH KIRKMAN ROAD, ORLANDO, FL 32819CRD# 5296387Firm CRD# 151952

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Russo · ORLANDO, FL

Registration

CRD #5296387 · CMA ADVISORY GROUP, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Jeffrey Russo is a registered financial advisor based in ORLANDO, Florida, affiliated with CMA ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

CMA ADVISORY GROUP, LLC

AUM

$276M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CMA ADVISORY GROUP, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5296387

Firm CRD# 151952

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Russo offer?

Jeffrey Russo specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ORLANDO, Florida for a consultation.

What are Jeffrey Russo's credentials?

Jeffrey Russo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Russo located?

Jeffrey Russo is based in ORLANDO, Florida, working with CMA ADVISORY GROUP, LLC. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.

How does Jeffrey Russo charge for services?

Jeffrey Russo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CMA ADVISORY GROUP, LLC?

CMA ADVISORY GROUP, LLC has approximately 5 employees and manages $276M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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