Dylan Russell
Investment adviser representative at Cetera Investment Advisers LLC
18 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 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 assetsHourlyFixed 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
18 years in the industry.
- Integrity Life & HealthOct 2025 to now
- Cetera Investment Advisers LLCMar 2024 to now
- Russell Wealth ManagementJan 2022 to now
- Cetera Advisors LLCDec 2019 to now
- Integrity Wealth ManagementDec 2018 to now
- UpsNov 2017 to Dec 2017
- ToyotaAug 2017 to May 2019
- BassFeb 2017 to Apr 2017
- Edinburgh High SchoolAug 2008 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7040680
- Firm CRD
- 105644