Managing Member & Chief Compliance Officer · Lightedway Advisory Services, Inc.
Jonathan M Russo
CRD 4159763 · Named on Form ADV at one SEC-registered adviser
At a glance
Lightedway Advisory Services, Inc., an SEC-registered wealth manager based in Harrison, NY with $115 million in regulatory assets, lists Jonathan M Russo on its Form ADV as Managing Member & Chief Compliance Officer, a control person.
Firms and roles
- Lightedway Advisory Services, Inc.Managing Member & Chief Compliance OfficerWealth manager · Harrison, NY · $115M in regulatory assets
AtlasMembers
Jonathan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.