Dean
Russell

Symphonic Financial Advisors LLC

CRD#1396060
Investment Advisor
in New York, NY
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About this Advisor

Dean Russell is a certified financial planner operating in New York, New York, who has been in the industry for 33 years. Russell works at Symphonic Financial Advisors LLC. Russell has gained experience at Various Insurance Carriers and Waddell & Reed, Inc. Russell maintains a Series 63 license, certifying them as a securities agent, and can serve investors in California, Missouri and Nevada. Symphonic Financial Advisors LLC is a registered investment company that has its headquarters in New York, New York. The company has offices in 12 locations and a total of six people on staff. It has $132 million in assets among its 1,541 client accounts, making it one of the mid-sized firms in the United States by assets under management. The advisory firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors depend on which service is provided. However, fee types charged by Symphonic Financial Advisors LLC likely are comprised of any blend of asset-based, hourly and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

33 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Commissions

Disclosures

No

Office Location

400 Park Avenue 10Th Floor
New York, NY 10022

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Symphonic Financial Advisors LLC Brokerage Details

Total Assets Under Management

$122,851,364

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

6

NY Average: 88
Total Number of Accounts

1,325

NY Average: 3,892
Average Account Size

$92,718

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Dean Russell Work History

Dean has 33 years of experience.

1985 - Present (34 years)

Various Insurance Carriers

1985 - Present (34 years)

Waddell & Reed, Inc

Disclosures

Dean Russell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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