Russell Newton (CRD# 6387410) is an Investment Advisor Representative working at Vestwell Advisors LLC in Milford, NH and has over 9 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vestwell Advisors LLC | New York, NY | Apr 2021 - Current | 3 |
| Prudential Investment Management Services LLC | Hooksett, NH | Aug 2018 - Current | 5 |
| Prudential Insurance Company Of America | Hooksett, NH | Jul 2018 - Current | 5 |
| Adp | Salem, NH | Mar 2017 - Jul 2018 | 1 |
| Fidelity Brokerage Services LLC | Merrimack, NH | Feb 2014 - Mar 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- NH
-
Total Assets Under Management280MILLIONS
-
Total Number of Accounts18,855ACCOUNTS
-
Average Account Value$14,824
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Other
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, VI, VT, WA, WI, WV, WY
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