INDEPENDENT ADVISOR ALLIANCE, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 168267). Regulatory assets under management: $17.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.
| 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 | — |