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RD

Russell Dygert

EVERBRIDGE ADVISORS
Melba, ID
CRD#: 8146725
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RD
Russell DygertEVERBRIDGE ADVISORS

Professional summary

Russell Dygert is a registered financial advisor currently at EVERBRIDGE ADVISORS located in Melba, Idaho and FINALIS SECURITIES LLC located in New York, New York.

Russell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Russell has worked at 2 firms and has passed the Series 63, Series 65, Series 79TO and SIE exams.

Aliases

None

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 Russell Dygert'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

September 8, 2025 - Present

EVERBRIDGE ADVISORS

RIA
CRD#: 336855
Melba, ID
Current

March 9, 2026 - Present

FINALIS SECURITIES LLC

Office #1: 450 Lexington Ave., New York, NY 10017
BD
CRD#: 305908
New York, NY

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
Idaho
(9/8/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 10/10/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 8/15/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 3/9/2026
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/14/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

EA
EVERBRIDGE ADVISORS
EVERBRIDGE ADVISORS

CRD#: 336855 / SEC#:

Idaho
Registered Investment Advisory firm - (9/5/2025 Approved)
New York
Registered Investment Advisory firm - (6/26/2025 Approved)
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Contact information

Main Address
465 York Court, Rockville Centre, NY 11570
Mailing Address
Phone number
(516) 343-0772
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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

EVERBRIDGE ADVISORS

CRD#: 336855Melba, ID

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