Russell
Newton

Vestwell Advisors LLC

CRD#6387410
Investment Advisor
in Milford, NH

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About this Advisor

Russell Newton is a financial advisor based in Milford, New Hampshire, working with Vestwell Advisors LLC. Russell has previously held positions at Fidelity Brokerage Services LLC, Prudential Investment Management Services LLC, Prudential Insurance Company Of America, ADP, and Vestwell Advisors LLC. Russell has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Hampshire. Currently, Russell is part of Vestwell Advisors LLC, which operates out of Milford, New Hampshire. The firm has 386 employees and manages assets totaling $279.5 million. The services offered by the firm include portfolio management for individuals and small businesses, as well as other services. The fee structure at Vestwell Advisors LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Milford, NH

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Vestwell Advisors LLC Brokerage Details

Total Assets Under Management

$279,513,513

NH Average: $7,464,549,021
Total Number of Employees

386

NH Average: 88
Total Number of Accounts

18,855

NH Average: 3,892
Average Account Size

$14,824

NH Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Other

Russell Newton Work History

2021 - Present (3 years)

Vestwell Advisors LLC

2018 - Present (6 years)

Prudential Investment Management Services LLC

2018 - Present (6 years)

Prudential Insurance Company Of America

2017 - 2018 (1 year)

Adp

2014 - 2017 (3 years)

Fidelity Brokerage Services LLC

Disclosures

Please visit the SEC profile of Russell Newton 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 Vestwell Advisors LLC

Linda Lee
New York, NY
Christopher Eisser
New York, NY
Eli Landow
Wallingford, CT
Russell Newton
Milford, NH
Kim Andranovich
San Diego, CA
Adam Bush
Washington, DC
Mazyar Naftchi
New York, NY
Brian Guerra
New York, NY

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