Brittany
Russell
Royal Alliance Associates, Inc
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About this Advisor
Brittany Russell is a certified financial planner who works out of Needham Heights, Massachusetts, with a total of 3 years of industry experience. Russell is currently employed by Royal Alliance Associates, Inc. During their career, the advisor has held roles at John Hancock, Shaws Supermarket, Santander Bank, John Hancock Distributors LLC, Sii, Bridgewater State University, John Hancock Personal Financial Services, LLC and Royal Alliance. Russell maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts. Royal Alliance Associates, Inc is an advisory company based in Jersey City, NJ. The company has offices in 1,009 locations and a total of 3,704 employees. It oversees $30 billion in total assets across its 149,233 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 191 charitable organizations. Of its 149,233 customer accounts, just 11% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees usually depend on the type of services offered. However, fees billed by Royal Alliance Associates, Inc most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Alliance Associates, Inc Brokerage Details
$29,536,149,674
3,704
149,233
$197,920
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
- Educational seminars/workshops
Brittany Russell Work History
Brittany has been registered as a financial advisor for 3 years.*
Royal Alliance
John Hancock Personal Financial Services, LLC
John Hancock Distributors LLC
Sii
John Hancock
John Hancock Distributors LLC
Santander Bank
Bridgewater State University
Shaws Supermarket
*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 Brittany Russell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
