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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

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 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
Series 7TO
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

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.

SALOMON BROTHERS INC.
6/30/19949/5/1997NEW YORK, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
6/21/19906/21/1994NEW YORK, NY
ING BARINGS LLC
5/22/19982/7/2000NEW YORK, NY
BLUEROOM SECURITIES CORP.
5/18/20015/25/2006NEW YORK, NY
508 SECURITIES, INC.
5/16/200612/31/2006WEST CONSHOHOCKEN, PA
SPEAR, LEEDS & KELLOGG, L.P.
3/9/20005/18/2001NEW YORK, NY
TRUIST INVESTMENT SERVICES, INC.
3/7/20235/15/2023NAPLES, FL
508 SECURITIES, INC.
10/1/20006/4/2001WEST CONSHOHOCKEN, PA

Official records & sources

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

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.

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