Russell Hall, financial advisor Solana Beach CA

Russell Hall

CRD Number: 2098008
Current Firm: Hall Private Wealth Advisors
Compensation Model: Both

Russell Hall (CRD# 2098008) is founder, owner and Managing Director at Hall Private Wealth Advisors, LLC, a Registered Investment Advisor started in April 2015 offering a range of wealth planning and asset management services. 

 

Mr. Hall is an Investment Advisor Representative as well as a General Securities Representative, giving him the ability to advise on fee-based assets as well as transact for clients not part of the firm's fee-based advisory services through the firm's executing broker-dealer M.S. Howells & Co.  

 

Mr. Hall has over 26 years of experience in the finance industry and leads a team of Investment Advisor Representatives with multiple roles and specialties in financial planning, life insurance and business succession, estate planning and business retirement plans. 

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Company Name Location Dates Years
Hall Private Wealth Advisors Solana Beach, CA Apr 2015 - Current 5
M.s. Howells & Company, Inc. Scottsdale, AZ Apr 2015 - Current 5
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Apr 2015 < 1
Morgan Stanley Smith Barney San Diego, CA Jun 2009 - Apr 2015 5
Morgan Stanley & Company, Incorporated San Diego, CA Mar 2008 - Jun 2009 1
Ubs Financial Services Inc. La Jolla, CA Aug 1990 - Mar 2008 17
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Oct 1990
S63 Uniform Securities State Law Examination Nov 1990
S65 NASAA Investment Advisors Law Examination Apr 2008
S3 National Commodities Futures Examination Feb 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Russell M. Hall
Phone Number: 858-263-1675
Advisor Website: http://www.hallpwa.com/
Registered State(s):
  • CA
  • AZ
  • FL
  • KS
  • LA
  • MA
  • NY
  • PA
  • TX
  • VA
  • WA
By the Numbers
  • Total Assets Under Management
    130
    MILLIONS
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $642,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NC, TX

Firm Disclaimer:

Advisory Services provided by Hall Private Wealth Advisors LLC, a Registered Investment Advisor registered with the CA Dept. of Business Oversight. Securities, products and services are offered through M.S. Howells & Co., Member SIPC, FINRA

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Data verified by both the advisor and the public regulatory data.

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