Alyson T Russ
Investment adviser representative at Vest Financial LLC
15 yearsExperience
2 statesRegistered in
$51.8BFirm assets
13 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Vest Financial, LLCSep 2023 to now
- Vest Securities, LLCSep 2023 to now
- FigmontNov 2021 to Jul 2023
- Morgan StanleyApr 2017 to Nov 2021
- Goldman, Sachs & Co.Mar 2011 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
Vest Financial LLC
$51.8BAssets managed
180Clients
14Advisers
13 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
- 5813739
- Firm CRD
- 165976