Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Russell is an investment advisor representative registered in Massachusetts. Blake is currently employed by RWA Wealth Partners. Blake has been in the industry since May 2019 and has previously worked for Ropes Wealth Advisors LLC, 1st Financial Bank USA, Time Payment, LeaseQ, and Bentley University. Blake is Series 65 licensed and holds a Uniform Investment Adviser Law Examination.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
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.
A percentage of the total value of assets under management is charged.
Model provider fee
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MA
12/06/2023 - Present
RWA Wealth Partners (Boston MA)
IA
Issued 05/31/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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