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Mark Andrew Russo

ZAIS GROUP LLC·HOLMDEL, New Jersey
Unclaimed Profile
101 CRAWFORDS CORNER ROAD, HOLMDEL, NJ 07733CRD# 6773416Firm CRD# 108371
01

About

Mark Andrew Russo is a registered financial advisor based in HOLMDEL, New Jersey, affiliated with ZAIS GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ZAIS GROUP LLC
ZAIS GROUP
AUM
$6.0B
Regulatory assets under management
Employees
47
Total firm employees
View all advisors at ZAIS GROUP LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: COLLATERAL MANAGEMENT FEES
Regulatory
SEC/IARD CRD# 6773416
Firm CRD# 108371
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Andrew Russo offer?
Mark Andrew Russo specializes in Retirement Planning, Wealth Management. Contact their office in HOLMDEL, New Jersey for a consultation.
What are Mark Andrew Russo's credentials?
Mark Andrew Russo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Andrew Russo located?
Mark Andrew Russo is based in HOLMDEL, New Jersey, working with ZAIS GROUP LLC. Their office serves clients in the HOLMDEL metropolitan area and surrounding communities.
How does Mark Andrew Russo charge for services?
Mark Andrew Russo's firm is compensated through percentage of aum, performance-based fees, other: collateral management fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZAIS GROUP LLC?
ZAIS GROUP LLC has approximately 47 employees and manages $6.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HOLMDEL
Christian Markus Zugel — ZAIS GROUP LLCKaren L Shapiro — ZAIS GROUP LLCJonathan Israel Green — TARGETED FINANCIAL SERVICES, LLCOfer Ephraim Gabbay — TARGETED FINANCIAL SERVICES, LLCFrank John Corrado — BLUE BLAZE FINANCIAL ADVISORS, LLC
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Research
Advisor Fees in New JerseyNational Fee Analysis
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