Russell Gaiser (CRD# 7432310) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 3 years of experience in the finance industry. Russell Gaiser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Independent Solutions Wealth Management, LLC | Williamsville, NY | Aug 2023 - Current | < 1 |
Peak Brokerage Services, LLC | Jupiter, FL | Aug 2021 - Current | 2 |
Blackridge Asset Management, LLC | Jupiter, FL | Aug 2021 - Aug 2023 | 2 |
Rpci Oncology Pc | Buffalo, NY | Feb 2019 - Jul 2021 | 2 |
Roswell Park Comprehensive Cancer Center | Buffalo, NY | Aug 2017 - Feb 2019 | 1 |
Davita Kidney Care | Tonawanda, NY | Oct 2016 - Jul 2017 | < 1 |
Active Duty Us Air Force | San Antonio, TX | Jan 2008 - Dec 2016 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2021 |
S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- FL
- NY
- TX
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Total Assets Under Management954MILLIONS
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Total Number of Accounts5,873ACCOUNTS
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Average Account Value$162,409
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, KS, LA, MA, ME, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA
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