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Russell Clay Lindsay

Canopy 360 Wealth, LLC

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About Russell Clay Lindsay

Russell Clay Lindsay is a financial advisor with Canopy 360 Wealth, LLC based in Ocala, Florida. Russell has been in the industry since 2005 and has experience working with individuals, high-net-worth individuals, and retirement plans. Russell specializes in providing financial planning and portfolio management services. Prior to joining Canopy 360 Wealth, LLC, Russell was a registered representative with Symphonic Securities LLC, Rim Securities LLC, and H.D. Vest Investment Services. Russell holds Series 66, SIE and Series 7 licenses.

Firm Information

Russell Lindsay is currently registered with Canopy 360 Wealth, LLC. Canopy 360 Wealth, LLC is an investment advisor based in Ocala, Florida. The firm manages approximately $315.85 million in assets for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They offer financial planning and portfolio management services.
Canopy 360 Wealth, LLC

104 SE 1ST AVENUE

OCALA, FL 34471

$315.85M

Assets Under Management

Not reported

Total Clients

5

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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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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Russell Lindsay’s Registration & Firm History

FL

07/10/2018 - Present

Canopy 360 Wealth, LLC (OCALA FL)

FL

02/06/2007 - 06/29/2018

SYMPHONIC SECURITIES LLC (OCALA FL)

NY

02/10/2006 - 12/31/2007

RIM SECURITIES LLC (NEW YORK NY)

FL

11/03/2005 - 03/09/2006

H.D. VEST INVESTMENT SERVICES (OCALA FL)

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Licenses & Designations

BOTH

Issued 11/30/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/29/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Russell Clay Lindsay.
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