Russell
Stellfox

Ameritas Advisory Services, LLC

CRD#3243548
Investment Advisor
in Tamaqua, PA

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About this Advisor

Russell Stellfox is a financial advisor based in Tamaqua, Pennsylvania, working with Ameritas Advisory Services, LLC. Russell has previously held positions at Ameritas Investment Corp, Seasons Change Financial, and Ameritas Advisory Services, LLC. Russell has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Russell is part of Ameritas Advisory Services, LLC, which operates out of Tamaqua, Pennsylvania. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

222 Center St
Tamaqua, PA 18252

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$10,289,301,520

PA Average: $1,978,216,465
Total Number of Employees

545

PA Average: 226
Total Number of Accounts

39,033

PA Average: 7,467
Average Account Size

$263,605

PA Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Russell Stellfox Work History

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2008 - Present (16 years)

Seasons Change Financial

2006 - Present (18 years)

Ameritas Investment Corp

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Disclosures

Please visit the SEC profile of Russell Stellfox 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 Ameritas Advisory Services, LLC

Jonathan Goohs
Melville, NY
Steven Turner
Eliot, ME
Corey Raths
Flagstaff, AZ
Nicholas Smith
Dallas, TX
Elizabeth Reilly
Newport, RI
Jon Billinger
Spring, TX
Quinton Storm
Tulsa, OK
Branden Heins
Surprise, AZ

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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