Russell C. Colbert

ROYAL PALM INVESTMENT ADVISORS,

Longwood, FL 32750

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CRD#: 1632060

Professional summary

Russell Coleman Colbert JR, who also goes by Russell Coleman Jr Colbert, Rusty Colbert, is a registered financial advisor currently at ROYAL PALM INVESTMENT ADVISORS, INC located in Longwood, Florida.

Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Russell has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Russell Coleman Jr Colbert | Rusty Colbert

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.

ADVANTAGE FINANCIAL GROUP-IA 52401-INVESTMENT RELATED-2/5/07-MEMBER/RR-NONE-0 TIME SPENT. ROYAL PALM INVESTMENT ADVISORS-FL 32814-INVEST.-2/5/07-INVESTMENT ADVISOR REP.-CLIENT SERVICES, PORTFOLIO MANAGEMENT, TRADING, ASSET ALLOCATION-80HRS/MO TIME SPENT AND 70 DURING SECURITIES. - LIFE & ANNUITY BUSINESS - LIFE AND VARIABLE ANNUITY BUSINESS - REPRESENTATIVE - 3HRS MO TIME SPENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Coleman Colbert JR'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

January 31, 2007 - Present

ROYAL PALM INVESTMENT ADVISORS, INC

Office #1: 740 Florida Central Parkway Suite 2012, Longwood, FL 32750

RIA

CRD#: 142335

Longwood, FL

Past

January 19, 2005 - April 28, 2008

NATIONAL PLANNING CORPORATION

CRD#: 29604

ORLANDO, FL

Past

August 28, 2003 - January 19, 2005

SAXONY SECURITIES, INC.

CRD#: 115547

ST. LOUIS, MO

Past

June 17, 1996 - September 8, 2003

CLEARING SERVICES OF AMERICA, INC.

CRD#: 23623

ST. LOUIS, MO

Past

November 30, 1995 - April 25, 2007

FUND ADVISORS OF AMERICA INC

RIA

CRD#: 112567

MAITLAND, FL

Past

July 28, 1994 - September 28, 1995

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

December 1, 1988 - June 28, 1994

PREMIERETRADE SECURITIES, INC.

CRD#: 16776

ALTAMONTE SPRINGS, FL

Past

March 25, 1987 - December 13, 1988

BLINDER, ROBINSON & CO., INC.

CRD#: 5096

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(1/1/2008)

IAR

California
(2/6/2007)

IAR

Florida
(1/31/2007)

IAR

Georgia
(5/30/2007)

IAR

Illinois
(4/2/2007)

IAR

Indiana
(6/26/2009)

IAR

North Carolina
(11/26/2007)

IAR

Ohio
(1/31/2007)

IAR

Texas
(2/16/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/2/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/3/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/21/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/20/1989

General Securities Principal Examination

Current Firm

ROYAL PALM INVESTMENT ADVISORS, INC

CRD#: 142335 / SEC#:

Arizona

Registered Investment Advisory firm - (1/1/2008 Approved)

California

Registered Investment Advisory firm - (2/6/2007 Approved)

Colorado

Registered Investment Advisory firm - (11/28/2011 Terminated)

Florida

Registered Investment Advisory firm - (1/2/2007 Approved)

Georgia

Registered Investment Advisory firm - (10/28/2025 Termination Requested)

Illinois

Registered Investment Advisory firm - (4/2/2007 Approved)

Indiana

Registered Investment Advisory firm - (6/15/2009 Approved)

Louisiana

Registered Investment Advisory firm - (12/31/2010 Terminated)

Minnesota

Registered Investment Advisory firm - (10/29/2025 Terminated)

Missouri

Registered Investment Advisory firm - (11/18/2011 Terminated)

Nevada

Registered Investment Advisory firm - (12/31/2010 Terminated)

North Carolina

Registered Investment Advisory firm - (6/25/2007 Approved)

Ohio

Registered Investment Advisory firm - (11/14/2006 Approved)

Pennsylvania

Registered Investment Advisory firm - (11/6/2015 Terminated)

South Carolina

Registered Investment Advisory firm - (11/18/2011 Terminated)

Texas

Registered Investment Advisory firm - (1/29/2007 Approved)

Virginia

Registered Investment Advisory firm - (11/22/2011 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

740 Florida Central Parkway Suite 2012, Longwood, FL 32750

Mailing Address

Phone number

(407) 475-0001

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	245
AUM (Assets Under Management)	$ 34,576,650

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.

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Advisor Monitoring

Firm Stability Insights

Russell C. Colbert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Coleman Colbert JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

NATIONAL PLANNING CORPORATION

SAXONY SECURITIES, INC.

CLEARING SERVICES OF AMERICA, INC.

FUND ADVISORS OF AMERICA INC

SUNAMERICA SECURITIES, INC.

PREMIERETRADE SECURITIES, INC.

BLINDER, ROBINSON & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/2/1992

Series 63

Date: 3/3/1987

Series 7

Date: 3/21/1987

Series 24

Date: 11/20/1989

Current Firm

ROYAL PALM INVESTMENT ADVISORS, INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ROYAL PALM INVESTMENT ADVISORS, INC

TRUST BUT VERIFY

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