Danielle Russo-slugh
Professional summary
Danielle Russo-slugh, who also goes by Danielle Russo, Danielle Russo Slugh, Danielle Russomathieson, Danielle Russoslugh, is a registered financial advisor currently at FIFTH AVENUE FAMILY OFFICE located in Naples, Florida.
Danielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Danielle has worked at 9 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7, Series 25, Series 8, Series 14, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Danielle Russo-slugh's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 30, 2023 - Present
FIFTH AVENUE FAMILY OFFICE
Office #1: 3003 Tamiami Trail North Suite 410, Naples, FL 34103April 18, 2023 - May 15, 2023
TRUIST ADVISORY SERVICES, INC.
March 7, 2023 - May 15, 2023
TRUIST INVESTMENT SERVICES, INC.
May 16, 2006 - December 31, 2006
NOVA CAPITAL MARKETS, LLC
May 18, 2001 - May 25, 2006
BLUEROOM SECURITIES CORP.
October 1, 2000 - June 4, 2001
NOVA CAPITAL MARKETS, LLC
March 9, 2000 - May 18, 2001
GOLDMAN SACHS EXECUTION & CLEARING, L.P.
May 22, 1998 - February 7, 2000
ABN AMRO SECURITIES LLC
June 30, 1994 - September 5, 1997
SALOMON BROTHERS INC.
June 21, 1990 - June 21, 1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
FIFTH AVENUE FAMILY OFFICE
CRD#: 122448 / SEC#: 801-61413
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/30/2023)
Exams
Series 7TO
Date: 3/6/2023
General Securities Representative ExaminationSeries 25
Date: 9/14/1999
NYSE Trading Assistant ExaminationSeries 8
Date: 10/1/2000
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
FIFTH AVENUE FAMILY OFFICE
CRD#: 122448 / SEC#: 801-61413
Contact information
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 115 |
| AUM (Assets Under Management) | $ 908,527,735 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/09/2025 | ||
| 05/24/2024 | ||
| 06/09/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
