Caroline Grace Russell
Investment adviser representative at One Day In July LLC
13 yearsExperience
1 stateRegistered in
$1.4BFirm assets
8 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 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
13 years in the industry.
- One Day In July LLCJul 2024 to now
- One Day In July LLCMay 2019 to Jun 2024
- Ck Kessler Creative LLCOct 2018 to May 2019
- Onion River OutdoorsAug 2018 to Apr 2019
- Nordica USA CorpJul 2017 to Jul 2018
- Parlor SkisFeb 2017 to May 2019
- University of VermontAug 2013 to May 2017
- Onion River SportsApr 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (VT).
One Day In July LLC
$1.4BAssets managed
1,381Clients
14Advisers
8 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
- 7953639
- Firm CRD
- 284335