Russell Investments Financial Services, LLC
Firm details
- Headquarters
- Seattle, Washington
- CRD number
- 21771
- Registered since
- April 4, 1988
- Website
- russellinvestments.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 8Carlos Alvarez
Chief Compliance OfficerCRD 5689384

Zachary Buchwald
Chairman & CEOCRD 2784769

Cheryl Wichers
Chief Compliance OfficerCRD 3232164
Contacts
3 of 109Roman Samuels
Regional DirectorCRD 6040795

Jacob Straseske
Associate Regional DirectorCRD 6510792

Chad Balcom
Regional DirectorCRD 4594745
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$25.5M in ETFs
100%
$25.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| Aberdeen Standard Platinum ETF Trust (PPLT) | Aberdeen Investments | Passive | Commodities Focused | $25.5M | 282,939 | 100.00% |
Location
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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