Sarah Detling Russell
Professional Summary
Sarah Detling Russell, who also goes by Sarah Russell, is a registered financial advisor currently at THORNTON FARISH INC. located in Montgomery, Alabama and PRE-IPO STREET INC. located in Smithtown, New York. Sarah is registered as a RR (Registered Representative) and started their career in finance in 2023. Sarah has worked at 18 firms and has passed the SIE, Series 99TO and Series 28 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Sarah Russell
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
CAPELLA SECURITIES LLC | CLYDESDALE SECURITIES LLC
Contact Information
Main Address
732 Smithtown Bypass Suite 203, Smithtown, NY 11787Mailing Address
732 Smithtown Bypass Suite 203, Smithtown, NY 11787Phone Number
(631) 309-4033Established
New York since 10/31/2014Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (7 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Jul 2017About the Series 28 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Sarah Detling Russell's CRS (Customer Relationship Summary).
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