Richard
Cartledge

Russell Investments

CRD#2763878
Investment Advisor
in Scottsdale, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Richard Cartledge is a financial advisor based in Scottsdale, Arizona, working with Russell Investments. Richard has previously held positions at Wells Fargo Funds Management, LLC, Wells Fargo Funds Distributor, LLC, and Russell Investments. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Nevada, New Mexico, and Texas. Currently, Richard is part of Russell Investments, which operates out of Scottsdale, Arizona. The firm has 2 offices and 653 employees. The firm manages assets totaling $52.5 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Russell Investments includes asset-based, fixed, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

Scottsdale, AZ

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Russell Investments Brokerage Details

Total Assets Under Management

$52,480,583,056

AZ Average: $3,566,627,242
Total Number of Employees

653

AZ Average: 46
Total Number of Accounts

70,944

AZ Average: 1,499
Average Account Size

$739,747

AZ Average: $2,379,338

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Richard Cartledge Work History

2020 - Present (4 years)

Russell Investments

2005 - 2020 (15 years)

Wells Fargo Funds Management, LLC

2005 - 2020 (15 years)

Wells Fargo Funds Distributor, LLC

Disclosures

Please visit the SEC profile of Richard Cartledge to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Russell Investments

Jared Hare
Milwaukee, WI
Derek Hart
Seattle, WA
Kevin Mcauliffe
Milwaukee, WI
Jack Swingle
West Des Moines, IA
Martin Roche
Milwaukee, WI
Alexander Russo
Seattle, WA
Benjamin L'Empereur
Milwaukee, WI
Michael Montemayor
Grapevine, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started