William Russo has been an investment adviser representative at Peak Wealth Solutions since April 2025, and is not listed among the firm’s executive officers or direct owners. William Russo holds a BS/BA from John Carroll University and an MBA from Wright State University.
Peak Wealth Solutions, Inc. is a Pepper Pike, OH firm with $912M under management, 718 clients and 7 advisers in one office, as of its March 2026 filing.
Bill Russo is Financial Advisor of Peak Wealth Solutions. Bill has provided financial advice since 1992 and owned his own firm, Securus Financial Strategies, for 26 years before joining Peak Wealth Solutions.
William Russo’s longest registration was 16 years at American Portfolios Advisors, Inc (2008–2024). Before joining Peak Wealth Solutions in 2025, William Russo was registered through Osaic Wealth, Inc. and American Portfolios Advisors, Inc.
- Peak Wealth SolutionsCurrent– present · 1 yearPepper Pike, OH · Adviser representative · Firm CRD 127391
- Osaic Wealth, Inc.– · under a yearSolon, OH · Adviser representative · Firm CRD 23131
- American Portfolios Advisors, Inc– · 16 yearsHolbrook, NY · Adviser representative · Firm CRD 112697
- Concord Equity Group Advisors, LLC– · 1 yearSolon, OH · Adviser representative · Firm CRD 143315
- The Concord Equity Group, LLC– · 4 yearsSolon, OH · Adviser representative · Firm CRD 14569
Investment adviser representative registrations
William Russo is registered as an investment adviser representative in Ohio, since April 2025.
- OhioSince 11 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 24 August 1998 |
| Series 7 | General Securities Representative Examination | 21 March 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 April 1995 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 May 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- William Ignatius Russo
- CRD
- 2349883
- Firm
- Peak Wealth Solutions · CRD 127391
- Office
- 30195 CHAGRIN BLVD., SUITE 360, Pepper Pike, OH 44124
- Registration
- Investment adviser registration
- In the industry since
- September 1993
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- retirepeak.com
Where does William Russo work?
William Russo is an investment adviser representative registered through Peak Wealth Solutions, Inc. since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is William Russo a financial advisor?
Yes. William Russo has a current investment-adviser registration in Ohio, through Peak Wealth Solutions since April 2025.
How many years of experience does William Russo have?
William Russo has 33 years in the financial industry, since September 1993, across 5 adviser firms.
What exams has William Russo passed?
William Russo has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 24. The earliest, the Series 6, was passed in May 1993. FINRA credited William Russo with the SIE, which began in October 2018.
Where did William Russo work before Peak Wealth Solutions?
Before Peak Wealth Solutions, William Russo was registered through Osaic Wealth, Inc., October 2024 to December 2024; American Portfolios Advisors, Inc, August 2008 to October 2024; Concord Equity Group Advisors, LLC, May 2007 to September 2008; The Concord Equity Group, LLC, January 2003 to April 2007.
Where is William Russo based?
William Russo’s registered office is in Pepper Pike, OH.
Is William Russo registered with FINRA?
No. William Russo has no current broker registration.
How can I verify William Russo’s record?
Search CRD 2349883 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Russo’s full registration record.
