Unclaimed
Scott Russell is a financial advisor with The Ayco Company, LP based in COHOES, NY. Scott has over 18 years of experience in the financial services industry, having held previous positions at Mercer Allied Company, L.P., Goldman Sachs & Co. LLC, UVEST Financial Services Group, Inc., and Essex National Securities, Inc. Scott is registered to provide investment advice in 53 states and has a broad range of experience in investment advisory services, including portfolio management, financial planning, and educational seminars. Scott has a strong track record of success in helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
NY
01/23/2022 - Present
THE Ayco Company, LP (COHOES NY)
NY
09/05/2019 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (COHOES NY)
NY
10/24/2006 - 09/05/2019
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
01/28/2005 - 10/12/2006
UVEST FINANCIAL SERVICES GROUP, INC. (SCOTIA NY)
CA
04/17/2003 - 02/08/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
BC
Issued 04/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/09/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2008
Series 3 - National Commodity Futures Examination
BC
Issued 02/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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