Russell
Bell

Commonwealth Financial Network

CRD#1727071
Investment Advisor
in Glastonbury, CT

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About this Advisor

Russell Bell is a chartered financial consultant who works out of Glastonbury, Connecticut with 12 years of relevant experience. Bell is on the advisory team at Commonwealth Financial Network. Their career trajectory has included roles at Russell Bell Financial Group, LLC, Heritage Capital Advisors and Commonwealth Financial Network. Bell has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Connecticut. Commonwealth Financial Network is a registered investment firm based in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 people on staff. It manages $146 billion in assets under management across its 585,629 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 2,108 charities and foundations. Of its 585,629 client accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules usually are based on which services the firm provides the client. Fee types billed by Commonwealth Financial Network can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

200 Glastonbury Blvd Suite 101
Glastonbury, CT 06033

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

CT Average: $16,012,751,954
Total Number of Employees

4,300

CT Average: 118
Total Number of Accounts

585,629

CT Average: 4,567
Average Account Size

$249,965

CT Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Russell Bell Work History

Russell has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Commonwealth Financial Network

2004 - Present (20 years)

Heritage Capital Advisors

2002 - Present (22 years)

Russell Bell Financial Group, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Russell Bell 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 Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Alex Rusinowitz
Garden City, NY
Tyler Price
Kennewick, WA
Samuel Rich
Waltham, MA
Peter Leonczyk
Ludlow, MA
Jason Wright
Saint George, UT
Sviatlana Maslava
New York, NY
Mark Kutzke
Rochester, MN

The content in this profile was updated by SmartAsset on 4/16/2023. 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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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.

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