Robert Russak, financial advisor White Plains NY
93 score

Robert Russak

CRD Number: 5374931
Current Firm: Wells Fargo Advisors, LLC

Robert Russak (CRD# 5374931) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in White Plains, NY and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC White Plains, NY Aug 2011 - Current 5
Unemployed Hastings, NY May 2011 - Jul 2011 < 1
Trustco Bank Pelham, NY Nov 2010 - May 2011 < 1
Unemployed Hastings, NY Apr 2010 - Nov 2010 < 1
Kenmar Securities Inc. Rye Brook, NY Jul 2008 - Apr 2010 1
Kenmar Group Inc. Rye Brook, NY Jul 2008 - Apr 2010 1
Citigroup Global Markets Inc. New York, NY Jun 2007 - Jul 2008 1
James Madison University Harrisonburg, VA Sep 2002 - Jun 2007 4
Dorral Arrowwood Rye, NY May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
S65 NASAA Investment Advisors Law Examination Feb 2012
Contact Info for Robert A. Russak
Phone Number: 314-875-3000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, 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
93
Clean Record
This advisor has a clean track record with regulators.

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