Russell R. Robertson
Professional summary
Russell R Robertson, CFP®, who also goes by Russell Robertson, is a registered financial advisor currently at ATI WEALTH PARTNERS, LLC located in New Castle, New Hampshire and J. MURPHY ASSET AND TAX MANAGEMENT located in New Castle, New Hampshire.
Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Russell has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Russell R Robertson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Experience
March 24, 2016 - Present
ATI WEALTH PARTNERS, LLC
March 21, 2022 - Present
J. MURPHY ASSET AND TAX MANAGEMENT
Office #1: 27 Riverview Road, New Castle, NH 03854March 4, 2011 - March 11, 2016
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/11/2016)
(3/11/2022)
(3/21/2022)
(4/21/2020)
(5/14/2020)
(5/22/2025)
(3/24/2016)
Exams
Current Firm
ATI WEALTH PARTNERS, LLC
CRD#: 282924 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 122 |
| AUM (Assets Under Management) | $ 29,800,000 |
Red Flags
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