Martha Russell, financial advisor Wellesley MA

Martha Russell

CRD Number: 1445871
Current Firm: Equitable Advisors, LLC

Martha Russell (CRD# 1445871) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wellesley, MA and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Sep 1999 - Current 24
Axa Advisors, LLC New York, NY Sep 1999 - Jun 2020 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1986
S65 NASAA Investment Advisors Law Examination Sep 2000
Contact Info for Martha E. Russell
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • FL
  • IL
  • ME
  • NH
  • NY
  • NC
  • PA
  • RI
By the Numbers
  • Total Assets Under Management
    27,251
    MILLIONS
  • Total Number of Accounts
    77,076
    ACCOUNTS
  • Average Account Value
    $353,557
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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