Gregory Todd Russell
Investment adviser representative at Stratos Wealth Partners, Ltd
13 yearsExperience
2 statesRegistered in
ChFC®Designation
$18.6BFirm 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
- Seminars and workshops
Experience
13 years in the industry.
- Stratos Wealth Partners, Ltd.Jul 2025 to now
- LPL Financial LLCJan 2025 to now
- UnemployedNov 2024 to Jan 2025
- Northwestern Mutual Wealth Management CompanyAug 2020 to Nov 2024
- Mitchell BarnesApr 2020 to Nov 2024
- Northwestern Mutual Wealth Management CompanyMar 2020 to Apr 2020
- Northwestern Mutual Investment Services, LLCAug 2019 to Nov 2024
- Northwestern Mutual Life Insurance CompanyJan 2019 to Apr 2020
- Lifetime Wealth StrategiesAug 2018 to Dec 2018
- UBS Wealth ManagementApr 2018 to Aug 2018
- University of LouisvilleAug 2015 to Mar 2020
- Shaker Heights Country ClubMar 2013 to Jul 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
Stratos Wealth Partners, Ltd
$18.6BAssets managed
25,391Clients
379Advisers
16 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
- 6937063
- Firm CRD
- 153184