Michele A. Russell
Professional summary
Michele A. Russell, CFP®, who also goes by Michele A Russell, Michele Ann Russell, is a registered financial advisor currently at CERES FINANCIAL GROUP, INC. located in Stoughton, Massachusetts and OSAIC WEALTH, INC. located in Stoughton, Massachusetts.
Michele is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Michele has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michele A. Russell's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
September 10, 2004 - Present
CERES FINANCIAL GROUP, INC.
Office #1: 909 Washington Street Suite 202, Stoughton, MA 02072June 25, 1999 - Present
OSAIC WEALTH, INC.
Office #1: 909 Washington Street Suite 202, Stoughton, MA 02072October 23, 2003 - October 25, 2006
OSAIC WEALTH, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/12/2006)
(7/13/2006)
(5/18/2017)
(7/1/2016)
(9/14/1999)
(9/10/2004)
(1/3/2002)
(4/3/2023)
(4/1/2005)
(4/16/2024)
(3/3/2016)
Exams
FINRA
Current Firm
CERES FINANCIAL GROUP, INC.
CRD#: 129086 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 110 |
| AUM (Assets Under Management) | $ 27,688,485 |
Red Flags
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Company Information
CERES FINANCIAL GROUP, INC.
CRD#: 129086Stoughton, MA 02072TRUST BUT VERIFY
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