Robert Douglas Russell
Investment adviser representative at Ae Wealth Management, LLC
23 yearsExperience
2 statesRegistered in
$49.8BFirm assets
10 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Russell Smart Insight Tax Advisors, LLCJan 2026 to now
- Ae Wealth Management, LLCFeb 2024 to now
- Russell Total Wealth and WellnessJul 2003 to now
- Russell Capital Management, LLCJan 2013 to Apr 2024
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 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
- 4667804
- Firm CRD
- 282580