RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

Broker-DealerFINRA MemberEst. 1988
Total AUM
Advisory reps
116
Avg account
$0

Firm details

Headquarters
SEATTLE, Washington
CRD number
21771
Registered since
April 4, 1988

Firm profile

FINTRX

Overview

Russell Investments Financial Services, LLC is a limited liability company that has been SEC-registered since 1988. The FINTRX record classifies the firm as unclassified and lists its owner type as a domestic entity/individual. The profile indicates the firm is not a capital allocator, not an active ESG investor, not a multi-state adviser, and not a pension consultant; it is also not listed as a related adviser. FINTRX does not populate fields for client base, fee structure, or detailed advisory/business activities for this entity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 8
  • CARLOS ALVAREZ

    Chief Compliance OfficerCRD 5689384

  • ZACHARY BUCHWALD

    Chairman & CEOCRD 2784769

  • CHERYL WICHERS

    Chief Compliance OfficerCRD 3232164

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Contacts

3 of 108
  • ROMAN SAMUELS

    Regional DirectorCRD 6040795

  • JACOB STRASESKE

    Associate Regional DirectorCRD 6510792

  • CHAD BALCOM

    Regional DirectorCRD 4594745

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$25.5M in ETFs

Passive

100%

$25.5M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
Aberdeen Standard Platinum ETF Trust (PPLT)Aberdeen InvestmentsPassiveCommodities Focused$25.5M282,939100.00%

Location

Primary office

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
401 Union St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth