Joseph
Mcnally

Russell Investments

CRD#3139911
Investment Advisor
in New York, NY

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About this Advisor

Joseph Mcnally is a financial advisor based in New York, New York, working with Russell Investments. Joseph has previously held a position at Russell Investment Group. Joseph has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Washington. Currently, Joseph is part of Russell Investments, which operates out of New York, New York. The firm has 2 offices and 653 employees. The firm manages assets totaling $52.5 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Russell Investments includes asset-based, fixed, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

1095 Avenue Of The Americas 14Th Floor
New York, NY 10036

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Russell Investments Brokerage Details

Total Assets Under Management

$52,480,583,056

NY Average: $3,566,627,242
Total Number of Employees

653

NY Average: 46
Total Number of Accounts

70,944

NY Average: 1,499
Average Account Size

$739,747

NY Average: $2,379,338

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
  • Pension consulting services
  • Selection of other advisers

Joseph Mcnally Work History

2006 - Present (18 years)

Russell Investment Group

Disclosures

Please visit the SEC profile of Joseph Mcnally 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 Russell Investments

Gregory Grocholski
Milwaukee, WI
Jeffrey Christiansen
Milwaukee, WI
Michael Montemayor
Grapevine, TX
Jack Swingle
West Des Moines, IA
Benjamin L'Empereur
Milwaukee, WI
Martin Roche
Milwaukee, WI
Derek Hart
Seattle, WA
Jared Hare
Milwaukee, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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