Matthew Russell, financial advisor Bloomington IN

Matthew Russell

CRD Number: 5961250
Current Firm: Fifth Third Securities, Inc.

Matthew Russell (CRD# 5961250) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Bloomington, IN and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Securities Bloomington, IN Jun 2016 - Current 7
Edward Jones St. Louis, MO Jul 2011 - Jun 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Matthew J. Russell
Phone Number: 888-889-1025
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    7,311
    MILLIONS
  • Total Number of Accounts
    41,519
    ACCOUNTS
  • Average Account Value
    $176,089
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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