Symphonic Financial Advisors LLC
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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
Years of Experience
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Symphonic Financial Advisors LLC Brokerage Details
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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.
Various Insurance Carriers
Waddell & Reed, Inc
Dean Russell has no disclosures.
Please visit their SEC profile for more details.