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Stephen Christopher Kosoris

Russell Investments Implementation Services, LLC

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About Stephen Christopher Kosoris

Stephen Christopher Kosoris is a financial advisor who has been in the industry since 2008. Stephen is currently registered with Russell Investments Implementation Services, LLC and has been since 2022. Before joining Russell Investments Implementation Services, LLC, Stephen worked at DFA SECURITIES LLC. Stephen is licensed to provide investment advice in both Texas and Washington. Stephen has several licenses including Series 63, 65, 7, and 30. Stephen specializes in portfolio management for businesses and pooled investment vehicles.

Firm Information

Stephen Kosoris 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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Stephen Kosoris’s Registration & Firm History

WA

09/28/2022 - Present

Russell Investments Implementation Services, LLC (SEATTLE WA)

TX

02/24/2012 - 09/21/2022

DFA SECURITIES LLC (AUSTIN TX)

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Licenses & Designations

BC

Issued 05/07/2012

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/18/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/23/2011

Series 30 - NFA Branch Manager Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

Disclosures

There are no public disclosures for Stephen Christopher Kosoris.
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