# INDEPENDENT ADVISOR ALLIANCE, LLC

INDEPENDENT ADVISOR ALLIANCE, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 168267
- Type: SEC-registered investment adviser
- SEC file number: 801-78808
- Location: 11215 N. COMMUNITY HOUSE RD., CHARLOTTE, NC, 28277
- Phone: 888.430.1555
- Latest filing: 2026-08-04
- Regulatory AUM: $17.2B
- Discretionary AUM: $17.2B
- Clients: 251
- Accounts: 45,002

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Robert Paul Russo | CHIEF EXECUTIVE OFFICER - FOUNDER; MANAGING MEMBER | — |
| Jessica Nadine Sexton | CHIEF COMPLIANCE OFFICER - ELECTED MEMBER | — |
| David E Buzo | CHIEF MARKETING OFFICER | — |
| Jefferson Linwood Pitt | CHIEF EXPERIENCE OFFICER | — |
| Topaz R Morrison | CHIEF GROWTH OFFICER | — |
| GENSLER STEVEN E | DIRECTOR OF STRATEGIC SOLUTIONS; DIRECTOR OF TECHNOLOGY AND PLATFORMS | — |
| RUSSO ROBERT PAUL | CHIEF COMPLIANCE OFFICER / CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER - FOUNDER (+2 more) | — |
| SEXTON JESSICA NADINE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER - ELECTED MEMBER | — |
| HALL GERALD WILLIAM | CHIEF ACCOUNTING AND OPERATIONS MANAGER; DIRECTOR OF COMPENSATION | — |
| ZACCARELLI CHRISTOPHER WILLIAM | CHIEF INVESTMENT OFFICER | — |
| REIDENOUER JONATHAN DAVID | CHIEF OPERATIONS OFFICER | — |
| Pitt Jefferson Linwood | CHIEF EXPERIENCE OFFICER | — |
| Buzo David E | CHIEF MARKETING OFFICER | — |
| MORRISON TOPAZ R | CHIEF GROWTH OFFICER | — |
| James Corey Summerlin | CHIEF EXPERIENCE OFFICER | — |
| Alvin Dale Riley | CHIEF GROWTH OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168267/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168267/similar
- Related entities: https://search.stillhousedata.com/firm/168267/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168267

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.