Russell Schaffer, financial advisor Palm City FL
93 score

Russell Schaffer

CRD Number: 3087404
Current Firm: Ameriprise Financial Services, Inc.

Russell Schaffer (CRD# 3087404) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Palm City, FL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Ids Life Insurance Company Boca Raton, FL Jul 1998 - Current 18
American Express Financial Advisors Inc. Boca Raton, FL Jul 1998 - Current 18
Lomas International Macon, GA Jun 1992 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1999
Contact Info for Russell B. Schaffer
Phone Number: 612-671-3131
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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