Kenneth
Russell

Gsb Wealth Management, LLC

CRD#4073148
Investment Advisor
in Guilford, CT

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About this Advisor

Kenneth Russell is a financial advisor based in Guilford, Connecticut, working with Gsb Wealth Management, LLC. Kenneth has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, and Gsb Wealth Management, LLC. Kenneth has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Connecticut. Currently, Kenneth is part of Gsb Wealth Management, LLC, which operates out of Guilford, Connecticut. The firm has 2 offices and 13 employees. The firm manages assets totaling $475.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Gsb Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2614 Boston Post Road Suite 16A
Guilford, CT 06437

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Gsb Wealth Management, LLC Brokerage Details

Total Assets Under Management

$475,013,328

CT Average: $5,297,377,271
Total Number of Employees

13

CT Average: 35
Total Number of Accounts

1,454

CT Average: 690
Average Account Size

$326,694

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Kenneth Russell Work History

2020 - Present (4 years)

Gsb Wealth Management, LLC

2013 - 2020 (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2020 (7 years)

Bank Of America, N.A

Disclosures

Please visit the SEC profile of Kenneth Russell 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 Gsb Wealth Management, LLC

Anthony Morgillo
Guilford, CT
Kenneth Russell
Guilford, CT
Brant Walker
Guilford, CT
Manish Sharma
Guilford, CT
Charles Reagle
Guilford, CT
Colleen Venter
Guilford, CT
Scott Albraccio
East Haven, CT
John Burzenski
East Haven, CT

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.

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