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Boston Samuel Russell

Investment adviser representative at RBC Rochdale, LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$73BFirm assets

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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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

14 years in the industry.

  1. RBC Rochdale, LLCApr 2013 to now
  2. Rim Securities LLCMay 2012 to now
  3. Rochdale Investment Management LLCMay 2012 to now

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 1 state (FL).

RBC Rochdale, LLC

$73BAssets managed
17,054Clients
119Advisers
40 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
6104448
Firm CRD
117198
Advisor's SEC record (opens in a new tab)
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