Russell Curtis Wood
Investment adviser representative at Mcdonald Partners LLC
15 yearsExperience
7 statesRegistered in
$1.3BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Mcdonald Partners LLCAug 2011 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 7 states (CA, FL, MO, NC, NY, OH, TX).
Mcdonald Partners LLC
$1.3BAssets managed
1,170Clients
24Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2290760
- Firm CRD
- 135414