Daniel P. Russell

NAVITER WEALTH

LITTLE ROCK, AR 72202

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CRD#: 6458217

Professional summary

Daniel Patton Russell, who also goes by Danny Patton Russell, is a registered financial advisor currently at NAVITER WEALTH, LLC located in Little Rock, Arkansas.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Daniel has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Danny Patton Russell

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.

Lion Street; Not Investment Related; 515 Congress Ave #2500, Austin TX 78701; Fixed Insurance (term, LT care, UL); agent; Start Date: 12/10/2021; 2 hrs/mo; 2 hrs during trading; I'll be an agent for Naviter Wealth's fixed insurance business appointed with Lion Street. Primary duties are being an agent on existing policies for clients of Naviter Wealth.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Patton Russell'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

January 15, 2021 - Present

NAVITER WEALTH, LLC

Office #1: 1 Information Way Suite 400, Little Rock, AR 72202

RIA

CRD#: 311508

LITTLE ROCK, AR

Past

January 19, 2021 - September 12, 2022

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Little Rock, AR

Past

July 24, 2018 - January 29, 2021

STEPHENS

RIA

CRD#: 3496

LITTLE ROCK, AR

Past

May 22, 2018 - January 29, 2021

STEPHENS

CRD#: 3496

LITTLE ROCK, AR

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".

NAVITER WEALTH, LLC

NAVITER TRUST | NAVITER WEALTH, LLC | NAVITER WEALTH LLC

CRD#: 311508 / SEC#: 801-120077

RIA

Registered Investment Advisory firm - (1/4/2021 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

Arkansas
(1/15/2021)

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

State Security Law Exam

IAR

Series 66

Date: 7/23/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/22/2018

General Securities Representative Examination

Current Firm

NAVITER WEALTH, LLC

NAVITER TRUST | NAVITER WEALTH, LLC | NAVITER WEALTH LLC

CRD#: 311508 / SEC#: 801-120077

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

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Contact information

Main Address

1 Information Way Suite 400, Little Rock, AR 72202

Mailing Address

Phone number

(501) 333-9800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NAVITER WEALTH LLC FORM ADV2A ("DISCLOSURE BROCHURE") (7/30/2025)

Regulatory assets under management

Total Number of Accounts	1,022
AUM (Assets Under Management)	$ 1,454,171,895

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.

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Daniel P. Russell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Patton Russell's CRS (Customer Relationship Summary).

Certified licenses

Experience

NAVITER WEALTH, LLC

PURSHE KAPLAN STERLING INVESTMENTS

STEPHENS

STEPHENS

Primary Firm SEC Registration

NAVITER WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/23/2018

SIE

Date: 10/1/2018

Series 7

Date: 5/22/2018

Current Firm

NAVITER WEALTH, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NAVITER WEALTH, LLC

TRUST BUT VERIFY

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