Russell Investments Financial Services, LLC

Broker-DealerFINRA MemberEst. 1988

Total AUM

—

Advisory reps

116

Avg account

$0

Firm details

Headquarters: Seattle, Washington
CRD number: 21771
Registered since: April 4, 1988
Website: russellinvestments.com

Firm profile

FINTRX

Overview

Russell Investments Financial Services, LLC is an LLC first registered with the SEC in 1988. The firm is listed as a domestic entity/individual ownership type and is classified as unclassified in the snapshot data. The snapshot flags the firm as not an active ESG investor and not a multi-state adviser; it is also noted as not being a capital allocator, pension consultant, or related adviser. The source does not provide details on fee schedules, specific advisory services, or client segments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 8

Carlos Alvarez
Chief Compliance OfficerCRD 5689384
Zachary Buchwald
Chairman & CEOCRD 2784769
Cheryl Wichers
Chief Compliance OfficerCRD 3232164

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Contacts

3 of 108

Roman Samuels
Regional DirectorCRD 6040795
Jacob Straseske
Associate Regional DirectorCRD 6510792
Chad Balcom
Regional DirectorCRD 4594745

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$25.5M in ETFs

Passive

100%

$25.5M

Active

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%

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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