Connor J. Russ

BRISTOL WEALTH GROUP | Financial Advisor

TAUNTON, MA 02780

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CRD#: 7439679

Professional summary

Connor James Russ, who also goes by Connor Russ, is a registered financial advisor currently at BRISTOL WEALTH GROUP located in Taunton, Massachusetts.

Connor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Connor has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Connor Russ

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.

NAME OF OBA: SOUTHEASTERN MA FOOTBALL OFFICIALS ASSOCIATION; ADDRESS OF OBA: SOMERSET, MA 02726; NATURE: REFEREEING; INVESTMENT RELATED: NO; TITLE WITH OBA: FOOTBALL OFFICIAL; DUTIES: REFEREE YOUTH AND HIGH SCHOOL FOOTBALL GAMES; START DATE: 06/2022; APPROX. NUMBER OF HOURS/MONTH: 10: APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Connor James Russ'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 3, 2024 - Present

BRISTOL WEALTH GROUP

Office #1: 35 Broadway 2nd Floor, Taunton, MA 02780

RIA

CRD#: 330145

TAUNTON, MA

Past

April 25, 2022 - July 2, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Taunton, MA

Past

March 17, 2022 - July 2, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

TAUNTON, 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".

BRISTOL WEALTH GROUP

BRISTOL WEALTH GROUP | RFG - BRISTOL WEALTH ADVISORS, LLC

CRD#: 330145 / SEC#: 801-130278

RIA

Registered Investment Advisory firm - (5/16/2024 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
(7/3/2024)

IAR

Texas
(10/23/2024)

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: 4/12/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/17/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/18/2021

Securities Industry Essentials Examination

Current Firm

BRISTOL WEALTH GROUP

BRISTOL WEALTH GROUP | RFG - BRISTOL WEALTH ADVISORS, LLC

CRD#: 330145 / SEC#: 801-130278

RIA

Registered Investment Advisory firm - (5/16/2024 Approved)

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Contact information

Main Address

35 Broadway 2nd Floor, Taunton, MA 02780

Mailing Address

Phone number

(508) 822-0122

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

03 25 2025 BWG FORM ADV PART 2A AND 2B FINAL (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,920
AUM (Assets Under Management)	$ 876,498,739

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Connor J. Russ

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Connor James Russ's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRISTOL WEALTH GROUP

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

BRISTOL WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 4/12/2022

Series 7TO

Date: 3/17/2022

SIE

Date: 12/18/2021

Current Firm

BRISTOL WEALTH GROUP

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRISTOL WEALTH GROUP

TRUST BUT VERIFY

Contact information

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