Russell Simon, financial advisor San Francisco CA
89 score

Russell Simon

CRD Number: 6283289
Current Firm: Allianz Global Investors U.s. LLC

Russell Simon (CRD# 6283289) is an Investment Advisor Representative working at Allianz Global Investors U.s. LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Allianz Global Investors Distributors LLC New York, NY Jan 2014 - Current 2
Allianz Global Investor U.s. LLC San Francisco, CA Mar 2011 - Current 5
Allianz Global Investors U.s. LLC San Francisco, CA Dec 2010 - Mar 2011 < 1
Self-employed San Francisco, CA Oct 2009 - Nov 2010 1
Rnd Group Berkeley, CA Jun 2004 - Sep 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Russell M. Simon
Phone Number: 212-739-3000
Firm Website: http://us.allianzgi.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    74,899
    MILLIONS
  • Total Number of Accounts
    9,914
    ACCOUNTS
  • Average Account Value
    $7,554,834
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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