Meredith Russell
Professional Summary
Meredith Russell, who also goes by Meredith Lee Jessee, Meredith Jessee, Meredith Lee Russell, is a registered financial advisor currently at BOSTONPREMIER WEALTH located in Hingham, Massachusetts. Meredith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Meredith has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Meredith Lee Jessee, Meredith Jessee, Meredith Lee Russell
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
15 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
BOSTONPREMIER WEALTH | BOSTONPREMIER WEALTH, LLC
Contact Information
Main Address
4 Pond Park Rd Suite 201, Hingham, MA 02043Phone Number
(617) 934-1100# of Employees
8SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,604AUM (Assets Under Management)
$525,185,587Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BOSTONPREMIER WEALTH | BOSTONPREMIER WEALTH, LLC
State Registrations and Notice Filings
(4/16/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2011About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Meredith Russell's CRS (Customer Relationship Summary).
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