Russell D. Mcnamara
STRATEGIC ADVISERS LLC | Vice President, Executive Planning Consultant
BRIELLE, NJ
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CRD#: 1978276
Professional summary
Russell D Mcnamara, CFP®, who also goes by Russell Daniel Mcnamara, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Brielle, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Russell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Russell has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9, Series 10 and Series 8 exams.
Biography
I bring a comprehensive approach to my work, which helps me gain a clear understanding of my clients objectives. Getting to know my clients on a personal level is the first step toward helping them develop a plan for the future based on their needs. I am goal oriented, and I deeply enjoy explaining the fundamentals of personal finance and seeing my clients gain knowledge and achieve their financial goals.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
Insurance Planning
Employee and Employer Plan Ben...
Are you a "fiduciary"?
Yes
Aliases
Russell Daniel Mcnamara
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.
CRS (Client Relationship Summary) - RIA
Click below to view Russell D Mcnamara'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®
CFP®
Start date: 2006
Education
California State University
Master of Business Administration (MBA) - Finance
1998
University of Delaware
Bachelor of Science (BS) - Finance
1987
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BRIELLE, NJ
Current
January 18, 2005 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917BD
CRD#: 7784
Smithfield, RI
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
TOWSON, MD
Past
January 28, 2005 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BRIELLE, NJ
Past
May 23, 2002 - August 18, 2004
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
TOMS RIVER, NJ
Past
November 20, 1995 - August 18, 2004
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
October 11, 1995 - November 8, 1995
GRIFFIN FINANCIAL SERVICES
BD
CRD#: 10823
Past
December 3, 1991 - October 3, 1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
March 19, 1990 - July 8, 1991
THE ADVISORS GROUP, INC.
BD
CRD#: 14035
BETHESDA, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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.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
Alabama(1/7/2026)
RR
Alaska(1/7/2026)
RR
Arizona(1/27/2012)
RR
Arkansas(1/7/2026)
RR
California(6/20/2007)
RR
Colorado(3/6/2013)
RR
Connecticut(3/27/2006)
RR
Delaware(6/1/2011)
RR
District of Columbia(11/16/2020)
RR
Florida(1/24/2005)
RR
Georgia(7/24/2019)
RR
Hawaii(10/31/2019)
RR
Idaho(10/8/2021)
RR
Illinois(2/1/2018)
RR
Indiana(8/8/2020)
RR
Iowa(3/12/2021)
RR
Kansas(8/14/2017)
RR
Kentucky(11/16/2020)
RR
Louisiana(8/13/2021)
RR
Maine(9/18/2020)
RR
Maryland(1/27/2012)
RR
Massachusetts(3/6/2013)
RR
Michigan(10/31/2019)
RR
Minnesota(10/31/2019)
RR
Mississippi(3/12/2021)
RR
Missouri(3/12/2021)
RR
Montana(1/7/2026)
RR
Nebraska(3/12/2021)
RR
Nevada(10/31/2019)
RR
New Hampshire(1/27/2012)
RR
New Jersey(1/18/2005)
IAR
New Jersey(3/31/2025)
RR
New Mexico(9/29/2023)
RR
New York(1/18/2005)
RR
North Carolina(11/14/2005)
RR
North Dakota(1/7/2026)
RR
Ohio(7/21/2017)
RR
Oklahoma(3/12/2021)
RR
Oregon(5/19/2017)
RR
Pennsylvania(1/24/2005)
RR
Puerto Rico(1/7/2026)
RR
Rhode Island(3/12/2021)
RR
South Carolina(5/6/2015)
RR
South Dakota(1/7/2026)
RR
Tennessee(3/12/2021)
RR
Texas(8/29/2013)
IAR
Texas(3/31/2025)
RR
Utah(6/7/2017)
RR
Vermont(2/12/2021)
RR
Virgin Islands(1/7/2026)
RR
Virginia(12/12/2007)
RR
Washington(5/19/2017)
RR
West Virginia(1/7/2026)
RR
Wisconsin(11/16/2020)
RR
Wyoming(1/7/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 1/23/1998
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Executive Planning ConsultantCRD#: 104555Brielle, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
