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JR

Joseph N. Russell

CENTURY ADVISORY GROUP
Woodcliff Lake, NJ 07677
Some features on this profile are disabled
CRD#: 4122382
JR

Professional summary


Joseph Nicholas Russell, who also goes by Joseph N. Russell, is a registered financial advisor currently at CENTURY ADVISORY GROUP, LLC located in Woodcliff Lake, New Jersey and CETERA INVESTMENT ADVISERS LLC located in Woodcliff Lake, New Jersey.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Joseph has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Joseph N. Russell

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.
Century Advisory Group, LLC Position: Director & Investment Adviser Representative Description of the business : Wealth management Start Date: 06/1996 Location of the business : 300 Tice Blvd. Ste 315, Woodcliff Lake, NJ 07677 Hours devoted to business during trading hours : 5 Hours devoted to business outside trading hours : 5 INVESTMENT RELATED: YES O'Connor Davies, LLP Position: Certified Public Accountant and Partner Description of the business : Accounting Start Date: 01/1991 Location of the business : 300 Tice Blvd. Ste 315, Woodcliff Lake, NJ 07677 Hours devoted to business during trading hours : 160 Hours devoted to business outside trading hours : 160 INVESTMENT RELATED: YES 1st Global Advisors Description of the business : Wealth management Position: Investment Adviser Representative Start Date: 07/2017 Location of the business : 300 Tice Boulevard, Suite 315 Woodcliff Lake, NJ 07677 Hours devoted to business during trading hours : 1 Hours devoted to business outside trading hours : 1 INVESTMENT RELATED: YES 1st Global Capital Corp Description of the business : Wealth management Position:Registered Representative Start Date: 07/2017 Location of the business : 300 Tice Boulevard, Suite 315 Woodcliff Lake, NJ 07677 Hours devoted to business during trading hours : 1 Hours devoted to business outside trading hours : 1 INVESTMENT RELATED: YES 1st Global Insurance Services, Inc. Description of the business : Insurance Position: Insurance Agent Start Date: 07/2017 Location of the business : 300 Tice Boulevard, Suite 315 Woodcliff Lake, NJ 07677 Hours devoted to business during trading hours : 1 Hours devoted to business outside trading hours : 1 INVESTMENT RELATED: YES

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Joseph Nicholas Russell'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 8, 2016 - Present

CENTURY ADVISORY GROUP, LLC

Office #1: 300 Tice Boulevard Suite 315, Woodcliff Lake, NJ 07677
RIA
CRD#: 282808
Woodcliff Lake, NJ
Current

September 5, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 300 Tice Boulevard Suite 315, Woodcliff Lake, NJ 07677
RIA
CRD#: 105644
WOODCLIFF LAKE, NJ
Current

September 5, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 300 Tice Boulevard Suite 315, Woodcliff Lake, NJ 07677
BD
CRD#: 13572
Woodcliff Lake, NJ
Past

October 25, 2019 - September 5, 2025

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Woodcliff Lake, NJ
Past

October 25, 2019 - September 5, 2025

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Woodcliff Lake, NJ
Past

July 7, 2017 - October 25, 2019

1ST GLOBAL ADVISORS INC

RIA
CRD#: 111133
Woodcliff Lake, NJ
Past

July 1, 2017 - October 25, 2019

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
Woodcliff Lake, NJ
Past

November 13, 2007 - December 7, 2015

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
PARAMUS, NJ
Past

April 15, 2003 - November 14, 2007

OPPENHEIMER ASSET MANAGEMENT

RIA
CRD#: 105559
NEW YORK, NY
Past

January 3, 2003 - April 15, 2003

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
PARAMUS, NJ
Past

January 3, 2003 - December 7, 2015

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

July 30, 2002 - January 3, 2003

CIBC WORLD MARKETS CORP.

RIA
CRD#: 630
NEW YORK, NY
Past

February 11, 2000 - January 3, 2003

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 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.
RR
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

IAR
Connecticut
(5/25/2016)
IAR
Florida
(6/9/2017)
IAR
Maryland
(4/13/2017)
IAR
Massachusetts
(1/2/2018)
IAR
New Jersey
(4/8/2016)
RR
New Jersey
(9/5/2025)
IAR
New York
(11/18/2021)
IAR
Vermont
(5/18/2017)
IAR
Virginia
(4/7/2017)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/24/2000
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)
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Contact information


Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705

SEC notice filing (53 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

Regulatory assets under management


Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
12/13/2024
09/26/2023
11/18/2022

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


CETERA INVESTMENT ADVISERS LLC

CRD#: 105644Woodcliff Lake, NJ 07677

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