Russell Investments Financial Services, LLC

Broker-DealerFINRA MemberEst. 1988
Total AUM
Advisory reps
117
Avg account
$0

Firm details

Headquarters
Seattle, Washington
CRD number
21771
Registered since
April 4, 1988

Firm profile

FINTRX

Overview

Russell Investments Financial Services, LLC is organized as a limited liability company and has been SEC-registered since 1988. The FINTRX snapshot lists the firm as a domestically owned entity and does not classify it as a capital allocator. The record flags that the firm does not self-identify as an active ESG investor and does not report status as a multi-state adviser, pension consultant, or related adviser in this dataset. The dataset provides limited disclosure around client mix, fee schedules, and specific advisory activities. That absence in the public record constrains a detailed read on how the firm positions its client-facing business or fee models from this source alone.

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 8
  • Carlos Alvarez

    Carlos Alvarez

    Chief Compliance OfficerCRD 5689384

  • Zachary Buchwald

    Zachary Buchwald

    Chairman & CEOCRD 2784769

  • Cheryl Wichers

    Cheryl Wichers

    Chief Compliance OfficerCRD 3232164

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Contacts

3 of 109
  • Roman Samuels

    Regional DirectorCRD 6040795

  • Jacob Straseske

    Jacob Straseske

    Associate Regional DirectorCRD 6510792

  • Chad Balcom

    Chad Balcom

    Regional DirectorCRD 4594745

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$25.5M in ETFs

Passive

100%

$25.5M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
Aberdeen Standard Platinum ETF Trust (PPLT)Aberdeen InvestmentsPassiveCommodities Focused$25.5M282,939100.00%

Location

Primary office

Seattle, WA

King

Location

Seattle, WA

Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
401 Union St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth