Russell
Twiss

Gallatin & Company, LLC

CRD#5034600
Investment Advisor
in Vero Beach, FL

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About this Advisor

Russell Twiss is a financial advisor based in Vero Beach, Florida, working with Gallatin & Company, LLC. Russell has previously held a position at Gallatin & Company, LLC. Russell has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Louisiana, New York, and Texas. Currently, Russell is part of Gallatin & Company, LLC, which operates out of Vero Beach, Florida. The firm has 1 employee and manages assets totaling $90.0 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Gallatin & Company, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

505 Beachland Blvd - Suite 7
Vero Beach, FL 32963

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Gallatin & Company, LLC Brokerage Details

Total Assets Under Management

$90,005,051

FL Average: $1,855,561,029
Total Number of Employees

1

FL Average: 62
Total Number of Accounts

48

FL Average: 2,474
Average Account Size

$1,875,105

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Russell Twiss Work History

2006 - Present (18 years)

Gallatin & Company, LLC

Disclosures

Please visit the SEC profile of Russell Twiss 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 Gallatin & Company, LLC

Russell Twiss
Vero Beach, FL

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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