DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Ryan Nathaniel Russo
Feed of 09/15/2026
Also filed as Ryan N Russo
At current firm
0 y
since Apr 9, 2026
In the industry
11 y
since Sep 1, 2015 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Wells Fargo Advisors wirehouse currentsince Apr 9, 2026 · Bethesda, Md
- Elan Wealth Management, L.L.C. formerMar 24, 2024 to Jan 28, 2025 · Chesapeake, Va
- Steward Partners Investment Advisory, LLC BD affiliatedMar 15, 2024 to Apr 15, 2026 · Chesapeake, Va
- Raymond James Financial Services Advisors, Inc BD affiliatedAug 8, 2017 to Mar 15, 2024 · Chesapeake, Va
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJan 27, 2016 to May 31, 2017 · Norfolk, Va
Moves
a registration end followed by a registration begin elsewhere
- Steward Partners Investment Advisory, LLC to Elan Wealth Management, L.L.C.left Apr 15, 2026, registered Mar 24, 2024 (-752 days) · Affiliated broker-dealer or bank to independent RIA
- Elan Wealth Management, L.L.C. to Wells Fargo Advisorsleft Jan 28, 2025, registered Apr 9, 2026 (436 days) · RIA to wirehouse
- Raymond James Financial Services Advisors, Inc to Steward Partners Investment Advisory, LLCleft Mar 15, 2024, registered Mar 15, 2024 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Raymond James Financial Services Advisors, Incleft May 31, 2017, registered Aug 8, 2017 (69 days) · Other
Signals
- Ryan Nathaniel Russo left Steward Partners Investment Advisory, Llc for Elan Wealth Management, L.L.C. (registered 2024-03-24)Apr 15, 2026 · Advisor changed firm · fact
- Ryan Nathaniel Russo left Elan Wealth Management, L.L.C. for Wells Fargo Advisors (registered 2026-04-09)Jan 28, 2025 · Advisor changed firm · fact
- Ryan Nathaniel Russo left Raymond James Financial Services Advisors, Inc for Steward Partners Investment Advisory, Llc (registered 2024-03-15)Mar 15, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address