Russell W. Munn

HERMITAGE WEALTH

RICHMOND, VA 23233

Some features on this profile are disabled

CRD#: 6896621

Professional summary

Russell William Munn, CFP® is a registered financial advisor currently at HERMITAGE WEALTH located in Richmond, Virginia and OSAIC WEALTH, INC. located in Henrico, Virginia.

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

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell William Munn'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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

October 8, 2025 - Present

HERMITAGE WEALTH

Office #1: 3761 Westerre Parkway Suite G, Richmond, VA 23233

RIA

CRD#: 333235

RICHMOND, VA

Current

November 2, 2018 - Present

OSAIC WEALTH, INC.

Office #1: 3761 Westerre Pkwy Suite G, Henrico, VA 23233

RIA

CRD#: 23131

Henrico, VA

Past

November 2, 2018 - October 9, 2025

OSAIC WEALTH, INC.

RIA

CRD#: 23131

HENRICO, VA

Past

October 10, 2018 - November 2, 2018

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

HENRICO, VA

Past

May 29, 2018 - November 2, 2018

SIGNATOR INVESTORS, INC.

CRD#: 468

HENRICO, VA

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".

HERMITAGE WEALTH

HERMITAGE WEALTH | HERMITAGE WEALTH MANAGEMENT, INC.

CRD#: 333235 / SEC#: 801-134426

RIA

Registered Investment Advisory firm - (9/30/2025 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(9/27/2023)

California
(4/12/2022)

Colorado
(6/27/2023)

Delaware
(1/17/2023)

District of Columbia
(5/8/2023)

Florida
(5/27/2021)

Georgia
(1/3/2023)

Illinois
(2/22/2021)

Indiana
(7/15/2020)

Iowa
(7/22/2021)

Maryland
(8/12/2021)

Massachusetts
(10/11/2023)

Montana
(4/12/2022)

New Hampshire
(8/16/2023)

North Carolina
(4/17/2019)

Ohio
(6/11/2021)

South Carolina
(1/7/2019)

Tennessee
(11/18/2020)

Virginia
(11/2/2018)

IAR

Virginia
(10/8/2025)

West Virginia
(3/16/2020)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/14/2018

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: 5/29/2018

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

HERMITAGE WEALTH

HERMITAGE WEALTH | HERMITAGE WEALTH MANAGEMENT, INC.

CRD#: 333235 / SEC#: 801-134426

RIA

Registered Investment Advisory firm - (9/30/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3761 Westerre Parkway Suite G, Richmond, VA 23233

Mailing Address

Phone number

(804) 270-7877

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - DISCLOSURE BROCHURE (8/26/2025)

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.

Similar Advisors

Karen Jones

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Richmond, VA

Joseph Mcvey

UBS FINANCIAL SERVICES INC.

IAR

Powhatan, VA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Russell W. Munn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

HERMITAGE WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 8/14/2018

SIE

Date: 10/1/2018

Series 7

Date: 5/29/2018

FINRA

Current Firm

HERMITAGE WEALTH

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

HERMITAGE WEALTH

TRUST BUT VERIFY

Similar Advisors