Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Christopher Toth is a financial professional with over 13 years of experience in the industry. Russell is currently registered with Kayne Anderson Rudnick Investment Management, LLC, and has been with the firm since April 2024. Previous employers include Scottrade, Inc. and Fisher Investments. Russell holds several licenses, including Series 7, Series 63, and Series 66, as well as the Securities Industry Essentials Examination (SIE). Russell is a specialist in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Russell's current firm, Kayne Anderson Rudnick Investment Management, LLC, is a well-established firm with a strong track record of success.
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.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
04/17/2024 - Present
Kayne Anderson Rudnick Investment Management, LLC (Menlo Park CA)
OH
12/21/2009 - 05/08/2017
SCOTTRADE, INC. (STRONGSVILLE OH)
BOTH
Issued 02/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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