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Alexander William maxwell Russell

Clear Harbor Asset Management, LLC

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About Alexander William maxwell Russell

Alexander Russell is an Investment Advisor Representative at Clear Harbor Asset Management, LLC. Alexander is registered with the state of Connecticut. Alexander obtained the Series 65 license through the Uniform Investment Adviser Law Examination in July of 2023. Alexander has 13 years of experience in the financial industry. Alexander worked previously at Greens Farms Academy, Riverdale Country School and St. Bernard's School.

Firm Information

Alexander Russell is currently registered with Clear Harbor Asset Management, LLC. Clear Harbor Asset Management, LLC is an investment advisor located in Stamford, Connecticut. They provide financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. The firm manages approximately $1.46 billion in assets for high-net-worth individuals, charitable organizations, corporations, pooled investment vehicles, and pension and profit sharing plans.
Clear Harbor Asset Management, LLC

263 TRESSER BLVD.

STAMFORD, CT 06901

$1.46B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Alexander Russell’s Registration & Firm History

CT

08/02/2023 - Present

Clear Harbor Asset Management, LLC (STAMFORD CT)

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Licenses & Designations

IA

Issued 07/17/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander William maxwell Russell.
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