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Russell William Newton

Vestwell Advisors LLC

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About Russell William Newton

Russell William Newton is a registered Investment Advisor Representative with Vestwell Advisors LLC. Russell has been in the financial industry since 2014 and has experience working with Prudential Investment Management Services LLC and Fidelity Brokerage Services LLC. Russell specializes in providing portfolio management services for individuals and is licensed to provide advisory services in New Hampshire.

Firm Information

Russell Newton is currently registered with Vestwell Advisors LLC. Vestwell Advisors LLC is a New York-based investment advisor with 279,513,513 in regulatory assets under management. The firm provides portfolio management services for individuals and pension and profit-sharing plans. Vestwell Advisors LLC also acts as a 3(38) ERISA investment manager.
Vestwell Advisors LLC

360 MADISON AVENUE

NEW YORK, NY 10017

$279.51M

Assets Under Management

Not reported

Total Clients

10

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 individuals

Personalized portfolio management to meet individual financial objectives.

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3(38) erisa investment manager

3(38) erisa investment manager

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 Newton’s Registration & Firm History

NH

06/17/2021 - Present

Vestwell Advisors LLC (Milford NH)

NJ

08/22/2018 - 01/26/2021

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NH

09/26/2014 - 03/15/2017

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

BOTH

Issued 04/03/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/10/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/13/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Russell William Newton.
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