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DR

Devin C. Russ

BRISTOL WEALTH GROUP
TAUNTON, MA 02780
CRD#: 8047930
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DR
Devin C. RussBRISTOL WEALTH GROUP

Professional summary

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

Devin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Devin has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Devin 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devin C. 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

September 29, 2025 - Present

BRISTOL WEALTH GROUP

Office #1: 35 Broadway 2nd Floor, Taunton, MA 02780
RIA
CRD#: 330145
TAUNTON, MA
Past

May 14, 2025 - August 15, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

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".
BW
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
(10/16/2025)
IAR
Texas
(9/29/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/29/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/29/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/14/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/31/2025
Securities Industry Essentials Examination

Current Firm

BW
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
8

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

10 17 2025 BWG FORM ADV PART 2A AND 2B FINAL (10/17/2025)

Regulatory assets under management

Total Number of Accounts1,920
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.

Company Information

BRISTOL WEALTH GROUP

CRD#: 330145Taunton, MA 02780

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