Ashley Russell, financial advisor Salt Lake City UT

Ashley Russell

CRD Number: 7028423
Current Firm: Fidelity Personal And Workplace Advisors

Ashley Russell (CRD# 7028423) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Salt Lake City, UT Sep 2018 - Current 4
Harmons Grocery Kearns, UT Jul 2015 - Aug 2018 3
Montage Hotels & Resorts Park City, UT Feb 2015 - Jun 2015 < 1
Iggy's Sports Grill West Jordan, UT Jun 2014 - Feb 2015 < 1
Onyx Pole And Aerial Fitness Sandy, UT Jun 2013 - Dec 2014 1
Full-time Education West Jordan, UT Feb 2013 - Jun 2013 < 1
Hayden Peak Elementary - Jordan School District West Jordan, UT Oct 2011 - Feb 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2019
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Ashley L. Russell
Phone Number: 617-563-7000
Registered State(s):
  • TN
  • TX
  • UT
  • WA
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • 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, 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, VT, WA, WI, WV, WY

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