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Russell W. Twiss

GALLATIN & COMPANY
VERO BEACH, FL 32960
Some features on this profile are disabled
CRD#: 5034600
RT

Professional summary

Russell Williams Twiss is a registered financial advisor currently at GALLATIN & COMPANY, LLC located in Vero Beach, Florida.

Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Russell has worked at 2 firms and has passed the Series 65, Series 63, Series 55 and Series 7 exams.

top-8-questions

Question & Answer

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Williams Twiss'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 13, 2011 - Present

GALLATIN & COMPANY, LLC

Office #1: 2145 14th Ave. - Suite 15, Vero Beach, FL 32960
RIA
CRD#: 111984
VERO BEACH, FL
Past

October 12, 2005 - August 21, 2006

KAUFMAN BROS., L.P.

BD
CRD#: 37909
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".
G&
GALLATIN & COMPANY, LLC
GALLATIN & COMPANY, LLC

CRD#: 111984 / SEC#: 801-60165

RIA
Registered Investment Advisory firm - (4/6/2001 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.

Highlighted states indicate IAR registrations

IAR
Florida
(4/13/2011)
IAR
Louisiana
(10/11/2021)
IAR
New York
(3/29/2021)
IAR
Texas
(4/12/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/21/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/1/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 2/8/2006
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 10/11/2005
General Securities Representative Examination

Current Firm

G&
GALLATIN & COMPANY, LLC
GALLATIN & COMPANY, LLC

CRD#: 111984 / SEC#: 801-60165

RIA
Registered Investment Advisory firm - (4/6/2001 Approved)
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Contact information

Main Address
2145 14th Ave. - Suite 15, Vero Beach, FL 32960
Mailing Address
Phone number
(772) 231-9607
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (4 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

GALLATIN & COMPANY,LLC BROCHURE (5/1/2025)

Regulatory assets under management

Total Number of Accounts48
AUM (Assets Under Management)$ 92,611,135

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

GALLATIN & COMPANY, LLC

CRD#: 111984Vero Beach, FL 32960

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