Joshua Seth Russ
Investment adviser representative at Dew Wealth Management
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$464.7MFirm 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 assetsFixed 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
12 years in the industry.
- Dew Wealth ManagementJan 2025 to now
- Financial Serenity, LLCJul 2022 to Jan 2025
- Gwn Securities, Inc.Jun 2022 to Jun 2022
- Russ Financial CoachingSep 2020 to Jun 2022
- New Directions Financial GroupJan 2020 to Aug 2022
- Smithfield Foods - Hog Production DivisionJan 2018 to Sep 2020
- Coastal Connect Health Information ExchangeJun 2017 to Jul 2017
- Barton CollegeAug 2014 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Dew Wealth Management
Legal name: Dew Wealth Management, LLC
$464.7MAssets managed
246Clients
24Advisers
10 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
- 7517280
- Firm CRD
- 114148