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Benjamin C. Russell

TRADEWAY
Corsicana, TX 75110
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CRD#: 6639733
BR

Professional summary


Benjamin Christopher Russell is a registered financial advisor currently at TRADEWAY located in Corsicana, Texas.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Benjamin has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
Non-Investment related employment for the Walt Disney Corporation. I am a technology manager involved in creating the technology infrastructure of Disney and I am not engaged in any way with non-public investment related issues, board engagement or financial decisions. I work 40 hours per week in this role. My application to FINRA is not part of my employment with Disney, nor does my role at Disney involve any trading of securities.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Benjamin Christopher 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

July 5, 2016 - Present

TRADEWAY

Office #1: 126 W. Mall, Corsicana, TX 75110
RIA
CRD#: 281879
Corsicana, TX

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".
TR
TRADEWAY
DESIGNER TECHNOLOGIES, INC. | TRADEWAY | NVOWS | NEUVENTURE ON WALL STREET | DTI NEUVENTURE

CRD#: 281879 / SEC#: 801-107518

RIA
Registered Investment Advisory firm - (4/15/2016 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
Texas
(7/5/2016)
IAR
Washington
(7/5/2016)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/5/2016
Uniform Investment Adviser Law Examination

Current Firm


TR
TRADEWAY
DESIGNER TECHNOLOGIES, INC. | TRADEWAY | NVOWS | NEUVENTURE ON WALL STREET | DTI NEUVENTURE

CRD#: 281879 / SEC#: 801-107518

RIA
Registered Investment Advisory firm - (4/15/2016 Approved)
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Contact information


Main Address
Mexia, TX
Mailing Address
2028 E. Ben White Blvd. #240-7073, Austin, TX 78741
Phone number
(877) 777-0703
Established
Firm type
Fiscal year end
# of Employees
40

SEC notice filing (48 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRADEWAY ADV PART 2A 08 07 2024 FINAL (3/27/2025)

Regulatory assets under management


Total Number of Accounts1,081
AUM (Assets Under Management)$ 91,179,549

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.

Company Information


TRADEWAY

CRD#: 281879Corsicana, TX 75110

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