Russell Schmidt (CRD# 1142377) is an Investment Advisor Representative working at Willink Asset Management LLC in East Aurora, NY and has over 37 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
CRD# 1604730
Lytle Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| National Life | Montpelier, VT | Jan 2006 - Current | 18 |
| Willink Asset Management LLC | E. Aurora, NY | Jun 2004 - Current | 19 |
| Willink Financial LLC | East Aurora, NY | Apr 2002 - Current | 22 |
| Cadaret, Grant & Company, Inc. | East Aurora, NY | Apr 2002 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1987 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2005 |
- NY
-
Total Assets Under Management47MILLIONS
-
Total Number of Accounts125ACCOUNTS
-
Average Account Value$377,817
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
NY
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