Unclaimed Profile

Mark Andrew Russo

ZAIS GROUP LLC·HOLMDEL, New Jersey

Clean recordZAIS GROUP LLC

101 CRAWFORDS CORNER ROAD, HOLMDEL, NJ 07733CRD# 6773416Firm CRD# 108371

Profile Verification

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

Identity

Mark Andrew Russo · HOLMDEL, NJ

Registration

CRD #6773416 · ZAIS GROUP LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

Speak with Mark

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

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

Firm Overview

Firm

ZAIS GROUP LLC

ZAIS GROUP

AUM

$6.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ZAIS GROUP LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Other: COLLATERAL MANAGEMENT FEES

Regulatory

SEC/IARD CRD# 6773416

Firm CRD# 108371

View on FINRA BrokerCheck →

Looking for a financial advisor in HOLMDEL?

Browse all registered financial advisors in HOLMDEL, New Jersey or claim this profile if it's yours.

Browse HOLMDEL Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →