Russell
Norwood

Venturi Private Wealth

CRD#1552738
Investment Advisor
in Austin, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Russell Norwood is a certified financial planner working out of Austin, Texas with 8 years of relevant experience. Norwood is an advisor for Venturi Private Wealth. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Venturi Wealth Management, LLC. Norwood maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Venturi Private Wealth is a business that has its headquarters in Austin, TX. It has a total of 32 employees. It has $2 billion in assets among its 3,588 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 18 charities and foundations. Of its 3,588 accounts, 69% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically are based on the type of financial services provided. However, fees billed by Venturi Private Wealth can be comprised of any blend of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

3600 N. Capital Of Texas Hwy. Building B, Suite 200
Austin, TX 78746

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Venturi Private Wealth Brokerage Details

Total Assets Under Management

$1,973,168,667

TX Average: $3,042,739,679
Total Number of Employees

32

TX Average: 49
Total Number of Accounts

3,588

TX Average: 2,315
Average Account Size

$549,936

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers

Russell Norwood Work History

Russell has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Venturi Wealth Management, LLC

1992 - 2015 (23 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Russell Norwood 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 Venturi Private Wealth

Jay Willcox
Austin, TX
Emily Mccracken
Austin, TX
Kent Mitchell
Austin, TX
James Sanders
Austin, TX
Grant Kinchen
Austin, TX
Meredith Jackson
Austin, TX
Alex Holt
Oklahoma City, OK

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started