Kevin Russell, financial advisor New York NY

Kevin Russell

CRD Number: 7475176
Current Firm: Align Impact, LLC

Kevin Russell (CRD# 7475176) is an Investment Advisor Representative working at Align Impact, LLC in New York, NY and has 1 year of experience in the finance industry.

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Origin Financial
Company Name Location Dates Years
Align Impact, LLC Santa Monica, CA Sep 2021 - Current < 1
Peace Corps Nuku'alofa, Aug 2014 - Oct 2021 7
Middlebury University Middlebury, VT Jul 2021 - Aug 2021 < 1
Mcc Washington D.c., DC May 2020 - Aug 2021 1
Undp Washington D.c., DC Mar 2021 - Jun 2021 < 1
The World Bank Washington D.c., DC Aug 2020 - May 2021 < 1
Georgetown University Washington D.c., DC Aug 2019 - May 2021 1
Nesst Washington D.c., DC Aug 2020 - Mar 2021 < 1
Smartmoney International Washington D.c., DC May 2020 - Sep 2020 < 1
The World Bank Washington D.c., DC May 2020 - Aug 2020 < 1
The World Bank Washington D.c., DC Oct 2019 - May 2020 < 1
University Of Avignon Avignon, Jan 2019 - Aug 2019 < 1
Democracy International Bethesda, MD Feb 2017 - Jan 2019 1
Case Western Reserve University Cleveland, OH Aug 2010 - May 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2021
Contact Info for Kevin W. Russell
Phone Number: 805-243-8055
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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