Brian N. Russell

FIDELIS INVESTORS

CRANFORD, NJ 07016

CRD#: 7170151

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Professional summary

Brian N Russell, who also goes by Brian Russell, is a registered financial advisor currently at FIDELIS INVESTORS, LLC located in Cranford, New Jersey.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Brian has worked at 2 firms and has passed the Series 65, Series 63, Series 79TO, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Russell

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 Brian N 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®

None

Experience

Current

May 21, 2026 - Present

FIDELIS INVESTORS, LLC

Office #1: 25 Commerce Drive, Suite 330, Cranford, NJ 07016

RIA

CRD#: 306920

CRANFORD, NJ

Past

November 7, 2022 - May 8, 2025

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

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".

FIDELIS INVESTORS, LLC

FIDELIS INVESTORS, LLC | THE FIDELIS GROUP, LLC

CRD#: 306920 / SEC#: 801-119006

RIA

Registered Investment Advisory firm - (7/8/2020 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

New Jersey
(5/21/2026)

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 65

Date: 5/18/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/14/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 5/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 7TO

Date: 11/7/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/2/2022

Securities Industry Essentials Examination

Current Firm

FIDELIS INVESTORS, LLC

FIDELIS INVESTORS, LLC | THE FIDELIS GROUP, LLC

CRD#: 306920 / SEC#: 801-119006

RIA

Registered Investment Advisory firm - (7/8/2020 Approved)

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Contact information

Main Address

25 Commerce Drive, Suite 330, Cranford, NJ 07016

Mailing Address

Phone number

(908) 402-8132

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

FIDELIS INVESTORS, LLC ADV 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 1,010,535,269

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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Firm Stability Insights

Brian N. Russell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian N Russell's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY & CO. LLC

Primary Firm SEC Registration

FIDELIS INVESTORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/18/2026

Series 63

Date: 11/14/2022

Series 79TO

Date: 5/2/2023

Series 7TO

Date: 11/7/2022

SIE

Date: 9/2/2022

Current Firm

FIDELIS INVESTORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIDELIS INVESTORS, LLC

TRUST BUT VERIFY

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