Russell Whitehead
Investment adviser representative at Buck Wealth Strategies, LLC
10 yearsExperience
1 stateRegistered in
$1.6BFirm assets
4 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 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
10 years in the industry.
- Madison Avenue SecuritiesJan 2024 to now
- Buck Wealth Strategies, LLCApr 2023 to now
- Ea Buck Financial ServicesApr 2023 to now
- Ae Wealth Management, LLCFeb 2024 to Aug 2024
- FisNov 2021 to Feb 2023
- Mash Financial Planning, PllcFeb 2021 to Mar 2022
- Five Star Pressure WashingOct 2020 to Nov 2021
- UnemployedFeb 2020 to Sep 2020
- Merit Financial AdvisorsFeb 2017 to Jan 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
Buck Wealth Strategies, LLC
$1.6BAssets managed
2,948Clients
50Advisers
4 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
- 6694283
- Firm CRD
- 322138