Russell Clay Lindsay
Investment adviser representative at Canopy 360 Wealth, LLC
21 yearsExperience
1 stateRegistered in
$382.8MFirm assets
8 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
- Seminars and workshops
Experience
21 years in the industry.
- Canopy 360 Wealth, LLCJul 2018 to now
- Lindsay Financial Services LLPAug 2005 to now
- Andrew J Semesco Foundation IncJul 2005 to now
- Real Investment Holdings, LLCFeb 2005 to now
- Rim Securities LLCFeb 2006 to Jun 2018
- Symphonic Financial Advisors LLCFeb 2006 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (FL).
Canopy 360 Wealth, LLC
$382.8MAssets managed
341Clients
6Advisers
8 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
- 5048368
- Firm CRD
- 296771