William J. Russell

ETF ARCHITECT

NEWTOWN SQUARE, PA 19073

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CRD#: 6573322

Professional summary

William Joshua Anthony Russell, who also goes by Josh Russell, William Joshua Russell, William Joshua Anthony Russell, is a registered financial advisor currently at ETF ARCHITECT located in Newtown Square, Pennsylvania.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. William has worked at 4 firms and has passed the Series 63, Series 3, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Josh Russell | William Joshua Russell | William Joshua Anthony 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.

1.WisdomTree Asset Management, Inc. Investment related, New York, NY, Quantitative Equity Strategist, began 01/01/15, 160 hours per month, all during trading hours. 2. National Association of Underwater Instructors, Riverview FL, not investment related, assistant instructor, began 01/2012, 5 hours per month, none during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joshua Anthony 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

November 17, 2023 - Present

ETF ARCHITECT

Office #1: 3803 West Chester Pike Suite 150, Newtown Square, PA 19073

RIA

CRD#: 171412

NEWTOWN SQUARE, PA

Past

October 12, 2022 - November 21, 2023

ALPHA ARCHITECT

RIA

CRD#: 153905

HAVERTOWN, PA

Past

April 26, 2021 - October 18, 2022

CARSON GROUP INVESTING

RIA

CRD#: 291744

Mamroneck, NY

Past

December 8, 2015 - October 4, 2018

FORESIDE FUND SERVICES, LLC

CRD#: 46106

New York, NY

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".

ETF ARCHITECT

CRD#: 171412 / SEC#: 801-79835

RIA

Registered Investment Advisory firm - (6/6/2014 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

Pennsylvania
(11/17/2023)

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

Series 63

Date: 1/11/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 10/18/2023

National Commodity Futures Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/8/2015

General Securities Representative Examination

Current Firm

ETF ARCHITECT

CRD#: 171412 / SEC#: 801-79835

RIA

Registered Investment Advisory firm - (6/6/2014 Approved)

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Contact information

Main Address

3803 West Chester Pike Suite 150, Newtown Square, PA 19073

Mailing Address

Phone number

+1 (215) 882-9983

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ETF ARCHITECT FORM ADV PART 2A AMENDED (03.29.2024) (8/8/2025)

Regulatory assets under management

Total Number of Accounts	195
AUM (Assets Under Management)	$ 16,048,563,627

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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William J. Russell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joshua Anthony Russell's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPHA ARCHITECT

CARSON GROUP INVESTING

FORESIDE FUND SERVICES, LLC

Primary Firm SEC Registration

ETF ARCHITECT

State Registrations and Notice Filings

Exams

Series 63

Date: 1/11/2016

Series 3

Date: 10/18/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/8/2015

Current Firm

ETF ARCHITECT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ETF ARCHITECT

TRUST BUT VERIFY

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