Brian N Russell
Investment adviser representative at Fidelis Investors, LLC
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
6 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Fidelis Investors, LLCMay 2025 to now
- Morgan Stanley & Co. LLCJul 2022 to May 2025
- Pride TechnologiesAug 2019 to May 2022
- Webster BankMay 2018 to Aug 2019
- Lehigh UniversityAug 2015 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Fidelis Investors, LLC
$1.4BAssets managed
7Clients
1Advisers
6 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
- 7170151
- Firm CRD
- 306920