Eli
Russell
Fidelity Personal And Workplace Advisors
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About this Advisor
Eli Russell is a financial advisor based in Atlanta, Georgia with 3 years of industry experience. Russell is currently employed by Fidelity Personal And Workplace Advisors. Throughout their career, Russell has worked at Wells Fargo Clearing Services, LLC, Bailey Ranch Golf Course, School, Pinnacle Country Club, Baliey Ranch Golf Course, Stonebridge Golf Course, Springdale Liquor Association, Northwestern Mutual, Sunglass Hut and Fidelity Investments. Russell holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Georgia. Fidelity Personal And Workplace Advisors is an advisory company that has its headquarters in Boston, MA. The company has offices in 3,093 locations and a total of 13,507 advisors. It administers $653 billion in total assets between its 1,712,247 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 accounts, 31% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors largely vary depending on which services are provided. However, fees charged by Fidelity Personal And Workplace Advisors likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Eli Russell Work History
Eli has been registered as a financial advisor for 3 years.*
Fidelity Investments
Wells Fargo Clearing Services, LLC
Springdale Liquor Association
Sunglass Hut
Springdale Liquor Association
Northwestern Mutual
Pinnacle Country Club
Baliey Ranch Golf Course
School
Stonebridge Golf Course
School
Bailey Ranch Golf Course
*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 Eli 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 Fidelity Personal And Workplace Advisors
Greenbrae, CA
Boston, MA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
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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