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Russell C. Toth
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT
Menlo Park, CA 94025
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CRD#: 5562941
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Professional summary
Russell Christopher Toth is a registered financial advisor currently at KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC located in Menlo Park, California.
Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Russell has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
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.
?Name of the other business: SIREN BAY HOT SAUCE CO.
?Investment-related? NO
?Address of the other business: 655 JOHN MUIR DRIVE APARTMENT E204 SAN FRANCISCO, CA 94132
?Nature of the other business: MANUFACTURING AND SELLING OF HOT SAUCE PRIMARILY AT LOCAL FARMERS MARKETS
?Position, title, or relationship with the other business: OWNER
?Start date of your relationship: 05/19/2020
?Approximate number of hours/month you devote to the other business: 11-20
?Number of hours you devote to the other business during securities trading hours: 0
?Duties relating to the other business: MAKE AND SELL HOT SAUCE, KEEP TRACK OF PROFIT/LOSS
CRS (Client Relationship Summary) - RIA
Click below to view Russell Christopher Toth'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®
NoneExperience
Current
April 17, 2024 - Present
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
Office #1: 1300 El Camino Real Suite 100, Menlo Park, CA 94025RIA
CRD#: 104599
Menlo Park, CA
Past
May 23, 2017 - April 8, 2024
FISHER INVESTMENTS
RIA
CRD#: 107342
SAN MATEO, CA
Past
February 15, 2017 - May 8, 2017
SCOTTRADE INVESTMENT MANAGEMENT
RIA
CRD#: 169988
SAINT LOUIS, MO
Past
December 21, 2009 - May 8, 2017
SCOTTRADE, INC.
BD
CRD#: 8206
STRONGSVILLE, OH
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".
KA
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
KAYNE ANDERSON INVESTMENT MANAGEMENT LLC | KAYNE ANDERSON RUDNICK WEALTH ADVISORS | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
CRD#: 104599 / SEC#: 801-24241
RIA
Registered Investment Advisory firm - (5/22/1985 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
California(4/17/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
KA
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
KAYNE ANDERSON INVESTMENT MANAGEMENT LLC | KAYNE ANDERSON RUDNICK WEALTH ADVISORS | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
CRD#: 104599 / SEC#: 801-24241
RIA
Registered Investment Advisory firm - (5/22/1985 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067
Mailing Address
Phone number
(310) 556-2721
Established
Firm type
Fiscal year end
# of Employees
119
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 27,435 |
| AUM (Assets Under Management) | $ 45,493,862,358 |
Red Flags
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Company Information
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
CRD#: 104599Menlo Park, CA 94025TRUST BUT VERIFY
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