Russell William Munn
Investment adviser representative at Hermitage Wealth
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$37.5MFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Hermitage WealthOct 2025 to now
- Hermitage Wealth Management, Inc.Sep 2025 to now
- Osaic Wealth, Inc.Jan 2018 to now
- Royal Alliance Associates, Inc.Nov 2018 to Mar 2024
- Hermitage Wealth ManagementJan 2018 to Nov 2018
- Men's WearhouseMay 2017 to Nov 2018
- James Madison UniversityAug 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (VA).
Hermitage Wealth
Legal name: Hermitage Wealth Management, Inc.
$37.5MAssets managed
197Clients
5Advisers
1 yearIn 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
- 6896621
- Firm CRD
- 333235