Kevin
Mcauliffe
Russell Investments
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About this Advisor
Kevin Mcauliffe is a financial advisor working out of Milwaukee, Wisconsin who has 4 years of industry experience. Mcauliffe is on the advisory team at Russell Investments. Over the course of their career, Mcauliffe has held roles at Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Legend Equities Corporation, Ehlert Financial Group, Inc, Russell Investments and Forum Financial Management, Lp. Mcauliffe holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to operate in Washington and Wisconsin. Russell Investments is a financial advisory company that has its headquarters in Seattle, WA. It has offices in two locations and a total of 651 people on staff. It manages $47 billion in total assets across its 69,895 accounts, placing it among the largest firms in the United States by assets under management. The company offers a number 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 management fees typically depend on which services the firm provides the client. Fee types billed by Russell Investments likely are comprised of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Russell Investments Brokerage Details
$47,233,145,795
651
69,895
$675,773
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
Kevin Mcauliffe Work History
Kevin has been registered as a financial advisor for 4 years.*
Russell Investments
Ehlert Financial Group, Inc
Forum Financial Management, Lp
Legend Equities Corporation
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
Russell 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 Kevin Mcauliffe 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
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
New York, NY
Seattle, WA
New York, NY
Van Meter, IA
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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