Russell B. Albright

SOVRAN ADVISORS

Costa Mesa, CA 92626

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CRD#: 2692363

Professional summary

Russell Boyce Albright is a registered financial advisor currently at SOVRAN ADVISORS, LLC located in Costa Mesa, California.

Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Russell has worked at 12 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Boyce Albright'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®

None

Experience

Current

April 17, 2025 - Present

SOVRAN ADVISORS, LLC

Office #1: 3200 Park Center Drive Suite 800, Costa Mesa, CA 92626

RIA

CRD#: 329415

Costa Mesa, CA

Past

November 3, 2023 - April 15, 2025

RWA WEALTH PARTNERS

RIA

CRD#: 156984

San Rafael, CA

Past

July 10, 2019 - November 7, 2023

POLARIS WEALTH ADVISORY GROUP

RIA

CRD#: 158718

SAN RAFAEL, CA

Past

September 13, 2011 - August 2, 2019

ALBRIGHT INVESTMENT MANAGEMENT LLC

RIA

CRD#: 157853

SAN MATEO, CA

Past

March 22, 2007 - July 16, 2007

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

February 23, 2004 - April 18, 2005

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

April 6, 2001 - March 7, 2002

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

LOS ANGELES, CA

Past

October 14, 1999 - January 31, 2000

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

May 18, 1999 - October 28, 1999

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

LOS ANGELES, CA

Past

November 13, 1998 - February 4, 1999

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

October 15, 1997 - February 2, 1998

MORGAN STANLEY DEAN WITTER ONLINE INC.

CRD#: 34925

SAN FRANCISCO, CA

Past

June 20, 1997 - July 2, 1997

E*TRADE SECURITIES LLC

CRD#: 29106

JERSEY CITY, NJ

Past

October 16, 1996 - February 24, 1997

INTERFIRST CAPITAL CORPORATION

CRD#: 7659

LOS ANGELES, CA

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".

SOVRAN ADVISORS, LLC

CRD#: 329415 / SEC#: 801-129342

RIA

Registered Investment Advisory firm - (1/12/2024 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.

Highlighted states indicate IAR registrations

IAR

California
(4/17/2025)

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: 4/18/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/22/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/15/1996

General Securities Representative Examination

Current Firm

SOVRAN ADVISORS, LLC

CRD#: 329415 / SEC#: 801-129342

RIA

Registered Investment Advisory firm - (1/12/2024 Approved)

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Contact information

Main Address

3131 Camino Del Rio N. Suite 800, San Diego, CA 92108

Mailing Address

Phone number

(619) 281-9890

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SOVRAN ADVISORS, LLC - FORM ADV PART 2A (8/5/2025)

Regulatory assets under management

Total Number of Accounts	4,470
AUM (Assets Under Management)	$ 1,308,617,291

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 B. Albright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Boyce Albright's CRS (Customer Relationship Summary).

Certified licenses

Experience

RWA WEALTH PARTNERS

POLARIS WEALTH ADVISORY GROUP

ALBRIGHT INVESTMENT MANAGEMENT LLC

OSAIC FA, INC.

PRINCIPAL SECURITIES, INC.

TRANSAMERICA FINANCIAL ADVISORS, INC.

CITIGROUP GLOBAL MARKETS INC.

TRANSAMERICA FINANCIAL ADVISORS, INC.

PRUCO SECURITIES, LLC.

MORGAN STANLEY DEAN WITTER ONLINE INC.

E*TRADE SECURITIES LLC

INTERFIRST CAPITAL CORPORATION

Primary Firm SEC Registration

SOVRAN ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/18/2011

Series 63

Date: 5/22/1997

Series 7

Date: 10/15/1996

Current Firm

SOVRAN ADVISORS, LLC

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOVRAN ADVISORS, LLC

TRUST BUT VERIFY

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