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Kenneth Robert Russell

GSB Wealth Management, LLC

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About Kenneth Robert Russell

Kenneth Russell is a registered Investment Advisor Representative with GSB Wealth Management, LLC. Kenneth has been in the financial industry since 2004 and has experience working with various clients including individuals, trusts, retirement plans, and businesses. Kenneth is a Series 7 and 65 licensed representative, having passed the Uniform Investment Adviser Law Examination in 2006 and the General Securities Representative Examination in 2014. Kenneth specializes in financial planning and investment management.

Firm Information

Kenneth Russell is currently registered with GSB Wealth Management, LLC. GSB Wealth Management, LLC is an investment advisor based in Guilford, CT. The firm provides a variety of advisory services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. GSB Wealth Management manages approximately $475 million in assets for clients. The firm serves a range of clients including individuals, families, high-net-worth individuals, corporations, businesses, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions.
GSB Wealth Management, LLC

ONE PARK STREET

GUILFORD, CT 06437

$475.01M

Assets Under Management

Not reported

Total Clients

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 individuals

Personalized portfolio management to meet individual financial objectives.

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ad-hoc services, consulting

Ad-hoc services, consulting

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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Kenneth Russell’s Registration & Firm History

CT

02/19/2020 - Present

GSB Wealth Management, LLC (GUILFORD CT)

CT

03/11/2014 - 01/28/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW HAVEN CT)

CT

08/19/2005 - 11/13/2006

CITICORP INVESTMENT SERVICES (GREENWICH CT)

NY

11/03/2004 - 07/13/2005

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

CT

03/31/2004 - 09/16/2004

WEBSTER INVESTMENT SERVICES, INC. (KENSINGTON CT)

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Licenses & Designations

BC

Issued 03/29/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/19/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Robert Russell.
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