Alexandra
Shei

Russell Investments

CRD#5926234
Investment Advisor
in Seattle, WA

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About this Advisor

Alexandra Shei is a financial advisor operating in Seattle, Washington, with a total of 5 years of relevant experience. Shei is an employee of Russell Investments. During their career, the advisor has held roles at Fisher Investments and Russell Investments. Shei has a Series 65 license, designating them as an investment advisor representative, and is approved to operate in Washington. Russell Investments is an advisory firm operating out of Seattle, WA. The investment advisory business has offices in two locations and a total of 651 financial advisors. It handles $47 billion in assets among its 69,895 customer accounts, placing it among the largest firms in the country by assets under management. Russell Investments performs a broad set of services, such as 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. Financial advisory fee schedules typically are based on which service is provided. However, fees charged by Russell Investments can be comprised of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

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

1301 Second Avenue 18Th Floor
Seattle, WA 98101

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Russell Investments Brokerage Details

Total Assets Under Management

$47,233,145,795

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

651

WA Average: 46
Total Number of Accounts

69,895

WA Average: 1,499
Average Account Size

$675,773

WA 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

Alexandra Shei Work History

Alexandra has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Russell Investments

2012 - 2018 (6 years)

Fisher Investments

*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 Alexandra Shei 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

Martin Roche
Milwaukee, WI
Lamuweri Guluka
Milwaukee, WI
Kelsey Anderson
Milwaukee, WI
Kyle Siska
Milwaukee, WI
Erik Landsverk
Milwaukee, WI
Chad Thomas-Killam
Van Meter, IA
Michael Callahan
Milwaukee, WI
Ryan Katona
New York, NY

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.

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