MR
Mary Russell
WERBA RUBIN PAPIER WEALTH MANAGEMENT
Palo Alto, CA 94301
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CRD#: 7154392
MR
Professional summary
Mary Russell is a registered financial advisor currently at WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC located in Palo Alto, California and SAGE RHINO CAPITAL LLC located in Palo Alto, California.
Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Mary has worked at 2 firms .
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.
(1) Owner, Stock Option Counsel, P.C.
(2) Client job offers on which we counsel include equity compensation; no investment advice is provided.
(3) 125 University Avenue, Suite 220, Palo Alto, CA 94301 and 209 E. Washington Suite 305, Iowa City, IA 52240.
(4) Legal services for individuals.
(5) Owner, president and attorney.
(6) June 12, 2012.
(7) 160 hours/month.
(8) 160 hours/month.
(9) Employment attorney to individual employees of technology startups.
CRS (Client Relationship Summary) - RIA
Click below to view Mary Russell's 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®
NoneExperience
Current
September 5, 2019 - Present
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
Office #1: 125 University Avenue, Suite 215, Palo Alto, CA 94301RIA
CRD#: 139237
Palo Alto, CA
Current
February 19, 2020 - Present
SAGE RHINO CAPITAL LLC
Office #1: 125 University Avenue Suite 215, Palo Alto, CA 94301RIA
CRD#: 290148
Palo Alto, CA
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".
WR
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
WERBA & DAVIS ADVISORY SERVICES, LLC | WERBA RUBIN WEALTH MANAGEMENT, LLC | WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC | WERBA ADVISORY SERVICES, LLC | WERBA ADVISORY SERVICES, INC.
CRD#: 139237 / SEC#: 801-66794
RIA
Registered Investment Advisory firm - (6/2/2006 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
California(9/5/2019)
Exams
Current Firm
WR
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
WERBA & DAVIS ADVISORY SERVICES, LLC | WERBA RUBIN WEALTH MANAGEMENT, LLC | WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC | WERBA ADVISORY SERVICES, LLC | WERBA ADVISORY SERVICES, INC.
CRD#: 139237 / SEC#: 801-66794
RIA
Registered Investment Advisory firm - (6/2/2006 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1732 North 1st Street Suite 220, San Jose, CA 95112
Mailing Address
Phone number
(408) 217-2000
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,939 |
| AUM (Assets Under Management) | $ 1,129,509,616 |
Red Flags
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Company Information
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
CRD#: 139237Palo Alto, CA 94301TRUST BUT VERIFY
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