Nicholas Russillo

Senior Vice President, Financial Advisor @Janney Montgomery Scott LLC

West Hartford, CT, US
EMAILS
n••••••••@janney.com
MOBILE NUMBERS
+12•••••••05

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WORK HISTORY

Jan 2007 — Present

Senior Vice President, Financial Advisor @Janney Montgomery Scott LLC

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West Hartford, CT, US

With more than thirty years of industry experience, Nick serves as a Senior Vice President / Investments, Financial Advisor and is a Compass Portfolio Manager. Prior to joining Janney in 2007, Nick was a Senior Portfolio Manager with Advest and Merrill Lynch. Nick has received advanced training in investment management, financial planning, estate and retirement planning.A strong believer in investor education, Nick is dedicated to working closely with his clients and their families, helping to manage their wealth by guiding them through investment strategies that best suit their diverse needs.He also helps plan sponsors with plan governance, investment review, fee benchmarking, cost reasonableness, service provider analysis, retirement readiness and participant outcomes. These are just a few of the services we provide for our retirement plan clients. If engaged, we also provide 3(21) Investment Fiduciary Services.We offer services for all types of retirement plan, including 401(k), 403(b), 457, Cash Balance, Traditional DB, SIMPLEs and SEPs.

EDUCATION

N/A

Roger Williams University

Bachelor of Science

SKILLS

InvestmentsInvestment StrategiesAlternative InvestmentsPortfolio ManagementSeries 63RetirementFinancial Advisory401kWealth ManagementAsset AllocationMutual FundsSeries 7Investment AdvisoryEtfsRetirement PlanningFinraSecurities

ABOUT NICHOLAS RUSSILLO

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