RA
Russell R. Ayan
VIDENT ASSET MANAGEMENT
Carlisle, MA
Some features on this profile are disabled
CRD#: 7422628
RA
Professional summary
Russell Robert Ayan, who also goes by Russ Ayan, is a registered financial advisor currently at VIDENT ASSET MANAGEMENT located in Carlisle, Massachusetts and ALPS DISTRIBUTORS, INC. located in Denver, Colorado.
Russell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Russell has worked at 3 firms and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Russ Ayan
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.
VIDENT ASSET MANAGEMENT, INVESTMENT RELATED, 1125 SANCTUARY PKWY SUITE 515 ALPHARETTA GA 30009, RIA, DIRECTOR OF ADVISER SOLUTIONS, 03/05/2021, 160 HRS/MON, 130 HRS/MON DURING TRADING HOURS, DESIGNS AND IMPLEMENTS INVESTMENT SOLUTIONS MANAGES SMA PLATFORM.
CRS (Client Relationship Summary) - RIA
Click below to view Russell Robert Ayan'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
August 24, 2021 - Present
VIDENT ASSET MANAGEMENT
RIA
CRD#: 286622
Carlisle, MA
Current
June 12, 2024 - Present
ALPS DISTRIBUTORS, INC.
Office #1: 1290 Broadway Suite 1000, Denver, CO 80203BD
CRD#: 16853
Denver, CO
Past
September 2, 2021 - July 24, 2023
VIDENT INVESTMENT ADVISORY, LLC
RIA
CRD#: 171004
Carlisle, 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".
VA
VIDENT ASSET MANAGEMENT
VIDENT ADVISORY, LLC | VIDENT ASSET MANAGEMENT
CRD#: 286622 / SEC#: 801-114538
RIA
Registered Investment Advisory firm - (1/28/2019 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.RR
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
RR
Alabama(9/25/2024)
RR
Alaska(9/25/2024)
RR
Arizona(9/25/2024)
RR
Arkansas(9/25/2024)
RR
California(9/25/2024)
RR
Colorado(9/6/2024)
RR
Connecticut(9/25/2024)
RR
Delaware(9/25/2024)
RR
District of Columbia(9/6/2024)
RR
Florida(9/6/2024)
IAR
Georgia(8/24/2021)
RR
Georgia(9/25/2024)
RR
Hawaii(9/25/2024)
RR
Idaho(9/25/2024)
RR
Illinois(9/25/2024)
RR
Indiana(9/25/2024)
RR
Iowa(9/25/2024)
RR
Kansas(9/25/2024)
RR
Kentucky(9/25/2024)
RR
Louisiana(9/6/2024)
RR
Maine(9/25/2024)
RR
Maryland(9/6/2024)
RR
Massachusetts(9/25/2024)
RR
Michigan(9/25/2024)
RR
Minnesota(9/25/2024)
RR
Mississippi(9/25/2024)
RR
Missouri(9/25/2024)
RR
Montana(9/25/2024)
RR
Nebraska(9/25/2024)
RR
Nevada(9/25/2024)
RR
New Hampshire(9/25/2024)
RR
New Jersey(9/25/2024)
RR
New Mexico(9/25/2024)
RR
New York(9/25/2024)
RR
North Carolina(9/25/2024)
RR
North Dakota(9/25/2024)
RR
Ohio(9/26/2024)
RR
Oklahoma(9/25/2024)
RR
Oregon(9/25/2024)
RR
Pennsylvania(9/25/2024)
RR
Puerto Rico(9/6/2024)
RR
Rhode Island(9/25/2024)
RR
South Carolina(9/25/2024)
RR
South Dakota(9/25/2024)
RR
Tennessee(9/25/2024)
RR
Texas(9/25/2024)
RR
Utah(9/25/2024)
RR
Vermont(9/25/2024)
RR
Virgin Islands(9/25/2024)
RR
Virginia(9/25/2024)
RR
Washington(9/25/2024)
RR
West Virginia(9/25/2024)
RR
Wisconsin(9/25/2024)
RR
Wyoming(9/25/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/12/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VIDENT ASSET MANAGEMENT
VIDENT ADVISORY, LLC | VIDENT ASSET MANAGEMENT
CRD#: 286622 / SEC#: 801-114538
RIA
Registered Investment Advisory firm - (1/28/2019 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
1125 Sanctuary Pkwy Suite 515, Alpharetta, GA 30009
Mailing Address
Phone number
(404) 267-1501
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (27 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,389 |
| AUM (Assets Under Management) | $ 12,094,371,500 |
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.
