Jeffrey R. Russek

OSAIC WEALTH

North Haven, CT 06473

Some features on this profile are disabled

CRD#: 2598621

Professional summary

Jeffrey Rylance Russek, CFP® is a registered financial advisor currently at OSAIC WEALTH, INC. located in North Haven, Connecticut.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Jeffrey has worked at 6 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 53, Series 51 and Series 24 exams.

Question & Answer

What are your service offerings?

Estate Planning

Employee and Employer Plan Ben...

Retirement Planning

Insurance Planning

Comprehensive Financial Planni...

Investment Planning

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) 21 BISHOP STREET LLC POSITION: Member NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2013 ADDRESS: 41 Ridgewood Terrace, North Haven CT 06473, United States DESCRIPTION: Property Management 2) JEFFREY R RUSSEK LLC D/B/A RUSSEK FINANCIAL SERVICES POSITION: President NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/24/2003 ADDRESS: 565 Washington Avenue North Haven, CT 06473, North Haven CT 06473, United States DESCRIPTION: Prospecting, Quoting, and selling insurance products 3) INTEGRITY MARKETING GROUP, LLC POSITION: Employee-Owner NATURE: Limited Liability Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 05/19/2022 ADDRESS: 1445 Ross Avenue, 22nd Floor, Dallas TX 75202, United States DESCRIPTION: Prospecting, Quoting, and selling insurance products

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Rylance Russek's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Jeffrey Rylance Russek's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2003

Experience

Current

September 1, 2023 - Present

OSAIC WEALTH, INC.

Office #1: 565 Washington Ave Russek Financial Service, North Haven, CT 06473

RIA

CRD#: 23131

North Haven, CT

Current

September 1, 2023 - Present

OSAIC WEALTH, INC.

Office #1: 565 Washington Ave Russek Financial Service, North Haven, CT 06473

RIA

CRD#: 23131

North Haven, CT

Past

October 31, 2005 - September 1, 2023

OSAIC SERVICES, INC.

RIA

CRD#: 133763

NORTH HAVEN, CT

Past

October 31, 2005 - September 1, 2023

OSAIC SERVICES, INC.

CRD#: 133763

NORTH HAVEN, CT

Past

January 8, 2003 - October 31, 2005

SENTRA SECURITIES CORPORATION

RIA

CRD#: 10249

NORTH HAVEN, CT

Past

February 24, 1999 - October 31, 2005

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

Past

July 19, 1996 - February 25, 1999

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

Past

October 10, 1995 - June 25, 1996

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

April 28, 1995 - June 27, 1995

WALL STREET ACCESS

CRD#: 10012

NEW YORK, NY

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".

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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.

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

Alabama
(9/1/2023)

California
(9/1/2023)

Colorado
(9/1/2023)

Connecticut
(9/1/2023)

IAR

Connecticut
(9/1/2023)

Delaware
(9/1/2023)

Florida
(9/1/2023)

IAR

Florida
(9/1/2023)

Georgia
(9/1/2023)

Illinois
(9/1/2023)

Indiana
(9/1/2023)

Maine
(9/1/2023)

Maryland
(9/1/2023)

Massachusetts
(9/1/2023)

Montana
(9/1/2023)

New Hampshire
(9/1/2023)

New Jersey
(9/1/2023)

New York
(9/1/2023)

North Carolina
(9/1/2023)

Ohio
(9/1/2023)

Oregon
(9/1/2023)

Pennsylvania
(9/1/2023)

Rhode Island
(9/1/2023)

South Carolina
(9/1/2023)

IAR

South Carolina
(9/1/2023)

Vermont
(9/1/2023)

Virginia
(9/1/2023)

Washington
(9/1/2023)

Wisconsin
(9/1/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/30/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/6/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 9/25/2025

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/21/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 2/22/2008

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 51

Date: 6/3/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 8/23/1996

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Mailing Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Phone number

(800) 821-5100

Established

Delaware since 08/05/1988

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

8,717

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

OSAIC WEALTH, INC ADV PART 2A (10/20/2025)

SIGNATOR MANAGED ACCOUNT PLATFORM (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
OSAIC, INC.	SHAREHOLDER
CORNICK, GREGORY ALLEN	CEO, PRESIDENT, DIRECTOR	3132991
FORD, ERINN JUNE	DIRECTOR	2176816
MIHAL, SHAWN MICHAEL	SVP, CHIEF COMPLIANCE OFFICER	3262384
MITCHELL, CHRISTOPHER MILLS	CORPORATE TREASURER, FINANCIAL PRINCIPAL	2420144
PRICE, JAMES DALE	CHAIRMAN	1243224
SCHLUETER, MATTHEW ADAM	EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR	2627931

Regulatory assets under management

Total Number of Accounts	797,559
AUM (Assets Under Management)	$ 200,266,275,275

Disclosures

Regulatory Event	50
Arbitration	31
Bond	7

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/14/2025	Cover Page	Report
12/18/2024	Cover Page	Report
01/26/2024	Cover Page	Report

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.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffrey R. Russek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Rylance Russek's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Jeffrey Rylance Russek's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

SENTRA SECURITIES CORPORATION

SENTRA SECURITIES CORPORATION

EQUITY SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

WALL STREET ACCESS

Primary Firm SEC Registration

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/30/2000

Series 63

Date: 12/6/1995

Series 52TO

Date: 9/25/2025

SIE

Date: 10/1/2018

Series 7

Date: 3/21/1995

Series 53

Date: 2/22/2008

Series 51

Date: 6/3/2003

Series 24

Date: 8/23/1996

FINRA

Current Firm

OSAIC WEALTH, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

OSAIC WEALTH, INC.

TRUST BUT VERIFY

Contact information

Similar Advisors