Kevin Mcauliffe
Investment adviser representative at Russell Investments
5 yearsExperience
2 statesRegistered in
$68.6BFirm assets
44 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
5 years in the industry.
- Russell InvestmentsAug 2019 to now
- Forum Financial Management, LPFeb 2019 to Jun 2019
- Ehlert Financial Group, IncJan 2019 to Jun 2019
- Cetera Financial Specialists LLCApr 2014 to Jan 2019
- Cetera Investment Advisers LLCApr 2014 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (WA, WI).
Russell Investments
Legal name: Russell Investment Management, LLC
$68.6BAssets managed
72Clients
73Advisers
44 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
- 4570171
- Firm CRD
- 105734