Russell
Ayan
Vident Investment Advisory, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Russell Ayan is a chartered financial analyst operating in Carlisle, Massachusetts who has 2 years of relevant experience. Ayan is an advisor for Vident Investment Advisory, LLC. Their career trajectory has included roles at Vident Advisory, Wellington Management Company and Vident Financial. Ayan can operate in Georgia. Vident Investment Advisory, LLC is a financial advisory business headquartered in Alpharetta, GA. The company has offices in four locations and a total of 14 employees. It manages $7 billion in assets under management across its 481 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 481 client accounts, 40% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Vident Investment Advisory, LLC has a broad set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fee schedules largely are based on which service is provided. However, fee types billed by Vident Investment Advisory, LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Vident Investment Advisory, LLC Brokerage Details
$6,678,390,435
14
481
$13,884,388
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Russell Ayan Work History
Russell has been registered as a financial advisor for 2 years.*
Vident Advisory
Vident Financial
Wellington Management Company
*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 Ayan 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 Vident Investment Advisory, LLC
Carlisle, MA
Alpharetta, GA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
