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Roman Jourdain Samuels

Investment adviser representative at Russell Investments
10 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

10 years in the industry.

  1. Russell InvestmentsApr 2019 to now
  2. Sage Advisory ServicesOct 2017 to Apr 2019
  3. Self - EmployedAug 2016 to Sep 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012
  • Series 65 · Uniform Investment Adviser Law2018
  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 2 states (TX, WA).

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
6040795
Firm CRD
105734
Advisor's SEC record (opens in a new tab)
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