Russell Gilfix (CRD# 4616817) is an Investment Advisor Representative working at Wind & Rose, LLC in Willsboro, NY and has over 21 years of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wind & Rose, LLC | Willsboro, NY | Jun 2007 - Current | 16 |
| Spc | Stamford, CT | Feb 2005 - Current | 19 |
| Sammons Securities Company, LLC | Ann Arbor, MI | Jan 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2003 |
- NY
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts9ACCOUNTS
-
Average Account Value$1,092,481
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
NY
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