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Danielle Russo-Slugh

Investment Adviser Representative at FIFTH AVENUE FAMILY OFFICE

Naples, FLCRD #2063211Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
1 states
Exams Passed
10

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Danielle Russo-slugh has worked in the securities industry since 2007. They have passed the Series 66, 63, 25, 14, 10, 9, 8, and 7 examinations. They are registered to provide investment advisory services in Florida.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Florida
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/29/2023
Series 63
Uniform Securities Agent State Law Examination
Passed 10/29/1990
Series 7
General Securities Representative Examination
Passed 3/6/2023
SIE
Securities Industry Essentials Examination
Passed 1/5/2023
Series 7
General Securities Representative Examination
Passed 10/1/2000
Series 25
NYSE Trading Assistant Examination
Passed 9/14/1999
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 10/1/2000
Series 14
Compliance Officer Examination
Passed 6/28/2000
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 12/27/1999
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 12/27/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $2,000,0001.00%
Next $8,000,0000.75%
Next $20,000,0000.50%
Over $30,000,0000.25%
Account minimum: $20,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Fifth Avenue Family Office Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FIFTH AVENUE FAMILY OFFICECurrent
6/30/2023Naples, FL
TRUIST ADVISORY SERVICES, INC.
4/18/20235/15/2023Naples, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at FIFTH AVENUE FAMILY OFFICE

2 other advisors in the directory

View FIFTH AVENUE FAMILY OFFICE firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Danielle Russo-Slugh has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Danielle Russo-Slugh - Financial Advisor in Naples, FL | AdvisorFinder