Kenneth Russell, financial advisor Guilford CT

Kenneth Russell

CRD Number: 4073148
Current Firm: Gsb Wealth Management, LLC

Kenneth Russell (CRD# 4073148) is an Investment Advisor Representative working at Gsb Wealth Management, LLC in Guilford, CT and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Gsb Wealth Management, LLC Guilford, CT Jan 2020 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated New Haven, CT Dec 2013 - Jan 2020 6
Bank Of America, N.a. New Haven, CT Dec 2013 - Jan 2020 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2006
S63 Uniform Securities State Law Examination Mar 2014
Contact Info for Kenneth R. Russell
Phone Number: 203-453-9075
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    475
    MILLIONS
  • Total Number of Accounts
    1,454
    ACCOUNTS
  • Average Account Value
    $326,694
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

CA, CT, FL, IL, MA, MD, ME, NC, NE, NH, NJ, NY, OK, PA, RI, SC, TX

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