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RM

Russell T. Middleton

TRADEWEB LLC
NEW YORK, NY 10167
Some features on this profile are disabled
CRD#: 1320466
RM

Professional summary


Russell Thomas Middleton, who also goes by Russell T Middleton, Russell Thomas Middleton, is a registered financial professional currently at TRADEWEB LLC located in New York, New York.

Russell is registered as a RR (Registered Representative) and started their career in finance in 1987. Russell has worked at 9 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Russell T Middleton | Russell Thomas Middleton

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Russell Thomas Middleton's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 1, 2024 - Present

TRADEWEB LLC

Office #1: 245 Park Avenue 30th Floor, New York, NY 10167
BD
CRD#: 42759
NEW YORK, NY
Past

March 12, 2016 - November 16, 2023

MUFG SECURITIES AMERICAS INC.

BD
CRD#: 19685
NEW YORK, NY
Past

August 6, 2015 - March 22, 2016

SG AMERICAS SECURITIES, LLC

BD
CRD#: 128351
NEW YORK, NY
Past

October 1, 2008 - June 25, 2015

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

June 2, 2008 - October 1, 2008

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

January 25, 2008 - June 2, 2008

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

April 11, 2005 - December 3, 2007

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
NEW YORK CITY, NY
Past

December 23, 1997 - March 31, 2005

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

September 1, 1993 - December 22, 1997

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 15, 1991 - March 24, 1993

NIKKO ALTERNATIVE ASSET MANAGEMENT, INC.

BD
CRD#: 824
NEW YORK, NY
Past

July 15, 1987 - April 19, 1991

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(4/1/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 12/9/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TL
TRADEWEB LLC
TRADEWEB | TRADEWEB LLC | TRADEWEB L.L.C

CRD#: 42759 / SEC#: , 8-49994

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
245 Park Avenue, New York, NY 10167
Mailing Address
245 Park Avenue, New York, NY 10167
Phone number
(646) 430-6000
Established
Delaware since 01/27/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (9 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
TRADEWEB GLOBAL LLCOWNER
BRUNER, CHRISTIAN ADAMBOARD MEMBER5661505
CLACK, AMYBOARD MEMBER4882071
FRIEDMAN, DOUGLAS L.GENERAL COUNSEL5121291
MCGUIRE, MICHAEL TERRENCECHIEF COMPLIANCE OFFICER2267871
PITTINSKY, JONATHAN DAVIDCHIEF FINANCIAL OFFICER4291263
PITTINSKY, JONATHAN DAVIDDIRECTOR OF FINANCIAL OPERATIONS, FIN-OP PRINCIPAL4291263
SERRAO, ASHLEY NEILBOARD MEMBER5360541
WOOD, ELISABETH KIRBYBOARD MEMBER4929181

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TRADEWEB LLC

CRD#: 42759New York, NY 10167

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