AdvisorOS Directory
Claim Profile
Unclaimed Profile
JR

John Roland Russo

ARCHFORD CAPITAL STRATEGIES, LLC·SWANSEA, Illinois
SIE, Series 7, Series 63, Series 66CFAClean record21 years registeredARCHFORD CAPITAL STRATEGIES, LLC
13 WOLF CREEK, SWANSEA, IL 62226CRD# 4120209Firm CRD# 164482

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Roland Russo · SWANSEA, IL
Registration
CRD #4120209 · ARCHFORD CAPITAL STRATEGIES, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

RUBINBROWN ADVISORS LLC
Jun 2018 – present
ARCHFORD CAPITAL STRATEGIES, LLC
Mar 2013 – May 2018
SWANSEA, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Mar 2005 – Apr 2013
SWANSEA, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · March 14, 2005
Years registered · 21
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ARCHFORD CAPITAL STRATEGIES, LLC
CRD 164482 · SEC 801-76851
AUM
$972M
Regulatory assets under management
Employees
41
3,478 client accounts
Services offered by ARCHFORD CAPITAL STRATEGIES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ARCHFORD CAPITAL STRATEGIES, LLC →
Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SWANSEA?

Browse all registered financial advisors in SWANSEA, Illinois or claim this profile if it's yours.

Browse SWANSEA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does John Roland Russo offer?
John Roland Russo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SWANSEA, Illinois for a consultation.
What are John Roland Russo's credentials?
John Roland Russo holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is John Roland Russo located?
John Roland Russo is based in SWANSEA, Illinois, working with ARCHFORD CAPITAL STRATEGIES, LLC. Their office serves clients in the SWANSEA metropolitan area and surrounding communities.
How does John Roland Russo charge for services?
John Roland Russo's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARCHFORD CAPITAL STRATEGIES, LLC?
ARCHFORD CAPITAL STRATEGIES, LLC has approximately 41 employees and manages $972M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ARCHFORD CAPITAL STRATEGIES, LLC

Paul Richard Alegnani
SWANSEA, IL
Tracy L Winters
SWANSEA, IL
Jacob Jung Hong
SWANSEA, IL
James Donald Maher
SWANSEA, IL
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (1395)NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)
City Guides
CHICAGO GuideNAPERVILLE GuideDOWNERS GROVE GuideOAK BROOK GuideNORTHBROOK Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile