RW
Russell S. Weiss
THE MARSHALL FINANCIAL GROUP,
Doylestown, PA 18901
Some features on this profile are disabled
CRD#: 4366936
RW
Professional summary
Russell Stewart Weiss, CFP® is a registered financial advisor currently at THE MARSHALL FINANCIAL GROUP, INC located in Doylestown, Pennsylvania.
Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Russell has worked at 2 firms and has passed the Series 63 and Series 7 exams.
Biography
Beyond the financial issues, he helps plan for other issues. For instance, the emotions and complexities of a 2nd marriage especially with children from a first marriage, helping to ensure a life partner can be involved in the event of a healthcare emergency; or obtain other rights that married couples take for granted.
For clients with cross-border lives, Russ has an extensive resource network with specific knowledge of a country’s immigration, residency, tax and legal codes allowing Russ to ensure proper adherence to US and foreign concerns.
Approachable and dedicated, Russ has developed a devoted clientele over the years. Says one of his clients “There’s an overwhelming amount of information out there. Russ narrows it down to what’s relevant, so I can make confident decisions quickly and with less stress.” Another gets right to the heart of Russ’s unique style when she says that he “brings a beautiful mix of compassion and knowledge to the table.”
Question & Answer
What are your service offerings?
Insurance Planning
Investment Planning
Employee and Employer Plan Ben...
Estate Planning
Retirement Planning
Tax Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Charitable Giving
College/Education Planning
Corporate Executives
Estate & Generational Planning...
ExPat and Cross Border Issues
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.
SniffSpot; Not Investment Related; personal address; App/Service; Owner; 30 minutes per month, 0 during securities trading hours; No duties necessarily. Users bring their pets to my property to use as a dog park.
CRS (Client Relationship Summary) - RIA
Click below to view Russell Stewart Weiss's 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®
CFP®
Start date: 2004
Experience
Current
May 5, 2004 - Present
THE MARSHALL FINANCIAL GROUP, INC
Office #1: 33 West Court Street, Doylestown, PA 18901Office #2: 33 West Court Street, Doylestown, PA 18901RIA
CRD#: 110935
Doylestown, PA
Past
May 24, 2002 - June 22, 2012
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
DOYLESTOWN, PA
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".
THE MARSHALL FINANCIAL GROUP, INC
THE MARSHALL FINANCIAL GROUP, INC
CRD#: 110935 / SEC#: 801-62319
RIA
Registered Investment Advisory firm - (8/29/2003 Approved)California
Registered Investment Advisory firm - (9/25/2003 Terminated)Connecticut
Registered Investment Advisory firm - (8/29/2003 Terminated)Florida
Registered Investment Advisory firm - (9/25/2003 Terminated)Maryland
Registered Investment Advisory firm - (9/25/2003 Terminated)New York
Registered Investment Advisory firm - (9/25/2003 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/24/2003 Terminated)Texas
Registered Investment Advisory firm - (9/25/2003 Terminated)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
Pennsylvania(5/5/2004)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
THE MARSHALL FINANCIAL GROUP, INC
THE MARSHALL FINANCIAL GROUP, INC
CRD#: 110935 / SEC#: 801-62319
RIA
Registered Investment Advisory firm - (8/29/2003 Approved)California
Registered Investment Advisory firm - (9/25/2003 Terminated)Connecticut
Registered Investment Advisory firm - (8/29/2003 Terminated)Florida
Registered Investment Advisory firm - (9/25/2003 Terminated)Maryland
Registered Investment Advisory firm - (9/25/2003 Terminated)New York
Registered Investment Advisory firm - (9/25/2003 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/24/2003 Terminated)Texas
Registered Investment Advisory firm - (9/25/2003 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
33 West Court Street, Doylestown, PA 18901
Mailing Address
Phone number
(215) 348-9393
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,579 |
| AUM (Assets Under Management) | $ 866,412,770 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/12/2025 | ||
| 09/06/2024 | ||
| 04/09/2024 | ||
| 01/19/2023 |
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.
