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Russell Anthony Cesari

Russell A. Cesari

Some features on this profile are disabled
CRD#: 2927448
Russell Anthony Cesari

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Russell Anthony Cesari, CFP®, who also goes by Russell Anthony Cesam, was a registered financial professional .

Russell is a previously registered financial professional and started their career in finance in 1997. Russell had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Russell Anthony Cesam

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)

The CRS(Customer Relationship Summary) document is not provided.

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: 2001

Experience

Past

September 18, 2013 - January 7, 2025

NORTHWEST FINANCIAL ADVISORS LLC

RIA
CRD#: 166769
HERNDON, VA
Past

October 15, 2008 - September 19, 2013

NORTHWEST FINANCIAL GROUP LLC

RIA
CRD#: 145064
HERNDON, VA
Past

March 19, 2008 - January 7, 2025

NORTHWEST FINANCIAL GROUP LLC

BD
CRD#: 145064
HERNDON, VA
Past

February 13, 2001 - November 6, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
HERNDON, VA
Past

January 31, 2001 - January 22, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
HERNDON, VA
Past

August 11, 1997 - February 21, 2001

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN

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".
NF
NORTHWEST FINANCIAL ADVISORS LLC
NORTHWEST FINANCIAL ADVISORS LLC

CRD#: 166769 / SEC#: 801-77994

RIA
Registered Investment Advisory firm - (6/3/2013 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 3/6/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/13/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/22/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/9/1997
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 9/6/2005
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/16/2000
General Securities Principal Examination

Current Firm

NF
NORTHWEST FINANCIAL ADVISORS LLC
NORTHWEST FINANCIAL ADVISORS LLC

CRD#: 166769 / SEC#: 801-77994

RIA
Registered Investment Advisory firm - (6/3/2013 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
200 Spring Street Suite 120, Herndon, VA 20170
Mailing Address
Phone number
(703) 810-1072
Established
Firm type
Fiscal year end
# of Employees
37

SEC notice filing (33 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NORTHWEST FINANCIAL ADVISORS PART 2A OF FORM ADV (3/9/2026)
NORTHWEST FINANCIAL ADVISORS WRAP BROCHURE (3/9/2026)

Regulatory assets under management

Total Number of Accounts2,756
AUM (Assets Under Management)$ 1,243,981,468

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.

Company Information

NORTHWEST FINANCIAL ADVISORS LLC

CRD#: 166769

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