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Lisa Ann Schneider

Russell Investments Implementation Services, LLC

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About Lisa Ann Schneider

Lisa Schneider is a financial professional with over 28 years of experience in the financial services industry. Currently, Lisa is a registered representative with Russell Investments Implementation Services, LLC, a firm offering a variety of investment services, including portfolio management and execution services. Prior to joining Russell Investments Implementation Services, Lisa worked with Russell Financial Services, Inc., and Russell Institutional Services Inc.

Firm Information

Lisa Schneider is currently registered with Russell Investments Implementation Services, LLC. Russell Investments Implementation Services, LLC is a Limited Liability Company headquartered in Seattle, Washington. The firm provides portfolio management for businesses and pooled investment vehicles and offers other advisory services. Russell Investments Implementation Services, LLC has been registered with the SEC since 2016 and is currently registered with the states of Arizona, Illinois, Massachusetts, New York, Ohio, Rhode Island, Texas, Vermont, and Washington. The firm manages approximately $82.66 billion in regulatory assets under management, with the majority of its clients being pension and profit-sharing plans, state or municipal government entities, and charitable organizations.
Russell Investments Implementation Services, LLC

1301 SECOND AVENUE

SEATTLE, WA 98101

$82.66B

Assets Under Management

52

Total Clients

57

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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portfolio management for businesses

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

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execution services

Execution services

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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commissions

Earned based on transactions or products sold.

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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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other

% of revenue/intracompany agrmts

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Lisa Schneider’s Registration & Firm History

NY

06/15/2016 - Present

Russell Investments Implementation Services, LLC (New York NY)

NY

01/01/2008 - 06/15/2016

RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (NEW YORK NY)

WA

07/15/2004 - 01/01/2008

RUSSELL INSTITUTIONAL SERVICES INC., PART OF RUSSELL INVESTMENTS (TACOMA WA)

WA

06/09/1994 - 08/06/2004

RUSSELL FUND DISTRIBUTORS, INC. (SEATTLE WA)

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Licenses & Designations

BC

Issued 07/12/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Ann Schneider.
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