Russell C. Almstrom

AAF WEALTH MANAGEMENT

Westborough, MA 01581

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CRD#: 7158155

Professional summary

Russell Christian Almstrom, who also goes by Russell Almstrom, is a registered financial advisor currently at AAF WEALTH MANAGEMENT, LLC located in Westborough, Massachusetts.

Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Russell has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Russell Almstrom

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.

I*8780 For profit or not for profit: Name of outside business organization: Rental Property- Kissimmee Investment related: Address of business: Kissimmee, Florida 34746 Nature of business: Position, title, association: Start date of relationship: 10/1/2019 Number of hours devoted: 4 hour(s) Number of hours devoted during trading hours: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Christian Almstrom'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 15, 2025 - Present

AAF WEALTH MANAGEMENT, LLC

Office #1: 50 Washington Street, Westborough, MA 01581

RIA

CRD#: 164646

Westborough, MA

Past

November 2, 2019 - April 2, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CONCORD, MA

Past

September 27, 2019 - April 2, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CONCORD, MA

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".

AAF WEALTH MANAGEMENT, LLC

AAF WEALTH MANAGEMENT, LLC | HIGHSIGHT, LLC | AAFCPAS WEALTH MANAGEMENT, LLC | AAFCPAS WEALTH MANAGEMENT

CRD#: 164646 / SEC#: 801-76885

RIA

Registered Investment Advisory firm - (7/24/2012 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

Massachusetts
(7/15/2025)

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

IAR

Series 66

Date: 10/31/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/27/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/26/2019

Securities Industry Essentials Examination

Current Firm

AAF WEALTH MANAGEMENT, LLC

AAF WEALTH MANAGEMENT, LLC | HIGHSIGHT, LLC | AAFCPAS WEALTH MANAGEMENT, LLC | AAFCPAS WEALTH MANAGEMENT

CRD#: 164646 / SEC#: 801-76885

RIA

Registered Investment Advisory firm - (7/24/2012 Approved)

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Contact information

Main Address

50 Washington Street, Westborough, MA 01581

Mailing Address

Phone number

(508) 366-9100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	806
AUM (Assets Under Management)	$ 607,331,627

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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Russell C. Almstrom

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Christian Almstrom's CRS (Customer Relationship Summary).

Certified licenses

Experience

AAF WEALTH MANAGEMENT, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

AAF WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/31/2019

Series 7TO

Date: 9/27/2019

SIE

Date: 8/26/2019

Current Firm

AAF WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AAF WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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