Robert P. Russo

888.430.1555 x7001


  • Series 7 [held with LPL Financial]
  • Series 63 [held with LPL Financial]
  • Series 66 [held with LPL Financial and Independent Advisor Alliance]
  • Series 24 [held with LPL Financial]
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Founder & Chief Executive Officer

In 2013, Robert Russo established IAA to help advisors harness the synergy that drives practice growth through shared resources, collective intelligence, lower expenses and access to business consulting resources.

In 2008, prior to establishing a Hybrid RIA firm, Robert founded Blackbridge Financial and served as the CEO and Director of Corporate Retirement Plans. Blackbridge Financial was named among Charlotte’s ’50 Fastest Growing Companies’* in 2012, 2013 and 2014. Currently, Blackbridge Financial is used as a “Doing Business As (DBA)” for more than 30 IAA advisors.

Robert has received industry recognition for his business acumen and innovation. He is a member of LPL Financial’s Executive Council, which comprises the top 1% of its advisors based on total gross production. In 2012, he was named Advocate of the Year by LPL Financial and in 2015 he was featured as a ’40 under 40’ award recipient by Investment News. ** In 2016, Smart CEO named Robert a ‘Future 50’ award*** recipient.

Robert graduated from the University of Tennessee where he was awarded a Certificate of Achievement recognizing his academic accomplishments as a student athlete with the football program. He is an avid sports fan supporting Charlotte’s local teams, the Knights, the Panthers, and most especially the Hornets. Originally from Philadelphia, PA, Robert resides in Charlotte, NC, with his wife and two young sons.


Integrity. Transparency. Choice.