Christian Russo has been an investment adviser representative at IMZ Advisory since August 2021, and is not listed among the firm’s executive officers or direct owners. Christian Russo holds a Degree in Finance and Politics from Bryant University.
Imz Advisory Inc. is a Boca Raton, FL firm with $453M under management, 442 clients and 3 advisers in one office, as of its August 2026 filing.
Christian Russo is Portfolio Manager for IMZ Financial Services Inc., based in Boca Raton. Before joining the firm in 2021, he worked as an Investment Analyst for a Boston-based trust company, alongside the Chief Investment Officer in the day-to-day oversight of client portfolios, acting as a resource for account managers and assisting them in carrying out their investment responsibilities.
- Imz Advisory Inc.Current– present · 5 yearsBoca Raton, FL · Adviser representative · Firm CRD 314890
Investment adviser representative registrations
Christian Russo is registered as an investment adviser representative in Florida, since August 2021.
- FloridaSince 27 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 July 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 August 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 July 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Christian Joseph Russo
- CRD
- 6344044
- Firm
- IMZ Advisory · CRD 314890
- Office
- 137 W. ROYAL PALM ROAD, Boca Raton, FL 33432
- Registration
- Investment adviser registration
- In the industry since
- August 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- imzfinancialservices.com
Where does Christian Russo work?
Christian Russo is an investment adviser representative registered through Imz Advisory Inc. since August 2021, and is not listed among the firm’s executive officers or direct owners.
Is Christian Russo a financial advisor?
Yes. Christian Russo has a current investment-adviser registration in Florida, through IMZ Advisory since August 2021.
How many years of experience does Christian Russo have?
Christian Russo has 5 years in the financial industry, since August 2021, across 1 adviser firm.
What exams has Christian Russo passed?
Christian Russo has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in July 2014.
Where is Christian Russo based?
Christian Russo’s registered office is in Boca Raton, FL.
Is Christian Russo registered with FINRA?
No. Christian Russo has no current broker registration.
How can I verify Christian Russo’s record?
Search CRD 6344044 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christian Russo’s full registration record.