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Russell Owen

GRAY LAKE ADVISORS
NEW SMYRNA BEACH, FL
Some features on this profile are disabled
CRD#: 7311227
RO

Professional summary

Russell Owen, who also goes by Russ Owen, Russell Larry Owen, is a registered financial advisor currently at GRAY LAKE ADVISORS located in New Smyrna Beach, Florida.

Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Russell has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Russ Owen | Russell Larry Owen

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.
Business Activity: Land Holding Company; Business Entity: RK Owen LLC; Address: New Smyrna Beach, FL; Duties of Position: None; Title: Managing Partner; Start Date: 05/2018; Approx. # of hours per month spent on activity: 0; Approx, # of hours spent during trading hours: 0 Business Activity: Higher Education Software Consulting; Business Entity: Spaulding Ridge; Address: Chicago, Il; Duties of position: Client acquisition and retention; Title: Director; Start Date: 04/2024; Approx. # of hours per week spent on activity: 20; Approx. # of hours spent during trading hours: 5

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Owen'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

October 30, 2024 - Present

GRAY LAKE ADVISORS

RIA
CRD#: 332942
NEW SMYRNA BEACH, FL
Past

October 30, 2024 - December 31, 2024

GRAY LAKE ADVISORS

RIA
CRD#: 332942
New Smyrna Beach, FL
Past

October 30, 2023 - August 14, 2024

BLACKRIDGE ASSET MANAGEMENT, LLC

RIA
CRD#: 277085
JUPITER, FL
Past

October 26, 2023 - August 14, 2024

PEAK BROKERAGE SERVICES, LLC

BD
CRD#: 157045
JUPITER, FL
Past

January 22, 2021 - April 1, 2022

EDWARD JONES

RIA
CRD#: 250
NEW SMYRNA BEACH, FL
Past

January 1, 2021 - April 1, 2022

EDWARD JONES

BD
CRD#: 250
NEW SMYRNA BEACH, FL

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
Florida
(10/30/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/20/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/28/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/2/2020
Securities Industry Essentials Examination

Current Firm

GL
GRAY LAKE ADVISORS
GRAY LAKE ADVISORS | GRAY LAKE ADVISORS LLC

CRD#: 332942 / SEC#:

Florida
Registered Investment Advisory firm - (10/30/2024 Approved)
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Contact information

Main Address
New Smyrna Beach, FL
Mailing Address
Phone number
(386) 314-3433
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts3
AUM (Assets Under Management)$ 261,839

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.

Company Information

GRAY LAKE ADVISORS

CRD#: 332942New Smyrna Beach, FL

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