Robert A. Russell
Professional summary
Robert Alan Russell III, who also goes by Rob Russell, Robert A Russell III, Robert A Russell, Robert Alan Russell, is a registered financial advisor currently at QMULATE located in Ojai, California.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Robert has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Alan Russell III's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 3, 2026 - Present
QMULATE
June 30, 2015 - April 26, 2021
GREYFOX INVESTORS LLC
March 18, 2014 - April 8, 2015
PRUCO SECURITIES, LLC.
March 14, 2014 - April 8, 2015
PRUCO SECURITIES, LLC.
October 29, 2013 - February 25, 2014
TRANSAMERICA FINANCIAL ADVISORS, LLC
October 16, 2013 - February 25, 2014
TRANSAMERICA FINANCIAL ADVISORS, LLC
July 30, 2013 - August 31, 2013
TEN ASSET MANAGEMENT, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/3/2026)
Exams
Current Firm
QMULATE
CRD#: 277124 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 31 |
| AUM (Assets Under Management) | $ 6,000,000 |
Red Flags
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