Russell Albright, financial advisor San Rafael CA

Russell Albright

CRD Number: 2692363
Current Firm: Rwa Wealth Partners
Compensation Model: Fee Only
Russell Albright (CRD# 2692363) is an Investment Advisor Representative working at Albright Investment Management LLC in San Mateo, CA and has over 19 years of experience in the finance industry.
CONTACT
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Company Name Location Dates Years
Rwa Wealth Partners, LLC Newton, MA Nov 2023 - Current < 1
Polaris Greystone Financial Group, LLC San Rafael, CA Jul 2019 - Nov 2023 4
Bank Of The West Petaluma, CA Apr 2018 - Jun 2019 1
Albright Investment Management San Mateo, CA May 2011 - Apr 2018 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1997
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Russell B. Albright
Phone Number: 617-321-2200
Registered State(s):
  • CA
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    14,718
    MILLIONS
  • Total Number of Accounts
    20,276
    ACCOUNTS
  • Average Account Value
    $725,863
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

This website provides information about the qualifications and business practices of Russell Albright and the Albright Investment Management Company. If you have any questions about the content of this website or a brochure you may have received please contact us via our corporate e-mail: [email protected].

The information in the website has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Additional information about Russell Albright is also available on the SEC’s website at http://www.adviserinfo.sec.gov/. Content copyright 2015. Albright Investment Management LLC Copyright © Albright Investment Management LLC 

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