Russell J. Matthews
Professional summary
Russell John Matthews, who also goes by Russ Matthews, Russel John Matthews, is a registered financial advisor currently at BRANZAN INVESTMENT ADVISORS, INC. located in Denver, Colorado.
Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Russell has worked at 6 firms and has passed the Series 65, Series 63, Series 66, Series 7, Series 24, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Russell John Matthews's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 7, 2025 - Present
BRANZAN INVESTMENT ADVISORS, INC.
December 19, 2014 - October 4, 2019
SCB GLOBAL CAPITAL MANAGEMENT, LLC
June 23, 2011 - January 17, 2013
FORESIDE FUND SERVICES, LLC
August 13, 2004 - February 15, 2007
J.P. MORGAN SECURITIES LLC
August 13, 2004 - February 15, 2007
J.P. MORGAN SECURITIES LLC
January 30, 2004 - August 18, 2004
OPPENHEIMER & CO. INC.
February 21, 2003 - August 18, 2004
OPPENHEIMER & CO. INC.
December 19, 1996 - November 12, 2002
CIBC WORLD MARKETS CORP.
Primary Firm SEC Registration
BRANZAN INVESTMENT ADVISORS, INC.
CRD#: 120783 / SEC#: 801-66261
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/7/2025)
Exams
Current Firm
BRANZAN INVESTMENT ADVISORS, INC.
CRD#: 120783 / SEC#: 801-66261
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 114,761,548 |
Red Flags
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