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Devin C Russ

CRD# 8047930·Registered 2025 - 2026
Previously Registered: Being a previously registered professional could mean that Devin is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Devin C Russ, who also goes by Devin C. Russ, Devin Russ, was a registered financial advisor. Devin was a previously registered financial professional and started their career in finance 2025 - 2026. Devin had worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Devin C. Russ, Devin Russ

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

1 years in the financial services industry

Current & Past Employments

BRISTOL WEALTH GROUP·CRD# 330145
RIA
Taunton, MA
September 29, 2025 - September 24, 2026
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Smithfield, RI
May 14, 2025 - August 15, 2025

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Current Firm

BW
BRISTOL WEALTH GROUP

BRISTOL WEALTH GROUP | RFG - BRISTOL WEALTH ADVISORS, LLC

CRD#: 330145 / SEC#: 801-130278
RIA
Registered Investment Advisory firm - SEC (5/16/2024 Approved)

Contact Information

Main Address

35 Broadway 2nd Floor, Taunton, MA 02780

Phone Number

(508) 822-0122

# of Employees

10

SEC notice filing (12 States and Territories)

Registered to provide investment advisory services in 12 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

06 03 2026 BWG FORM ADV PART 2A AND 2B FINAL (6/3/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,073

AUM (Assets Under Management)

$985,583,020

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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: SOUTHERN MASSACHUSETTS FOOTBALL OFFICIALS ASSOCIATION; ADDRESS OF OBA: SOMERSET, MA 02726; NATURE: YOUTH AND HIGH SCHOOL FOOTBALL REFEREE; INVESTMENT RELATED: NO; TITLE WITH OBA: FOOTBALL OFFICIAL; DUTIES: ENFORCEMENT OF RULES AND GAME MANAGEMENT FOR YOUTH AND HIGH SCHOOL FOOTBALL; START DATE: 08/01/2024; APPROX. NUMBER OF HOURS/MONTH: 20; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

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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

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CRD#: 330145 / SEC#: 801-130278
RIA
Registered Investment Advisory firm - SEC (5/16/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2025About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2025About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed May 2025About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2025About the SIE exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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