Russell Stout

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About Russell Stout

Prior to joining Excelsior Wealth Partners, Russell spent almost 10 years as a Vice President with M&T Securities. Previously to M&T Securities, Russell worked for SunTrust's Sports & Entertainment Division in Miami, Florida, which focused exclusively on the unique planning needs of celebrities and professional athletes. Russell also served with a Special Forces National Guard unit in Florida, and was an FBI Special Agent candidate in 2008.

See Disclosures

General Information

Firm Start Year

1924

CRD#

4525503

Firm CRD#

23131

Insurance License#

LA-964078

States Licensed in

CA, MA, MD, NC, NY, PA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

2002-2003 Prudential Financial 2003-2006 Bank of America/Merrill Lynch 2006-2009 SunTrust Investment Services 2010-2012 US Army/National Guard 2012-2020 M&T Securities 2020- current Excelsior Wealth Partners (Sagepoint Financial/Osaic Group)

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management

Compliance

Registered Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 66, Series 7, Series 26

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Health, Disability

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$57 million

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250000

Compensation Methods

Based on Assets, Flat Fee

Fee % Based on Assets

1.25

Additional Details on Charges

1.25% asset management fee to $749,999 $750K to $999,999 1% asset management fee $1 million to $2,999,999 .80% asset management fee $3million to $4,999,999 .60 % asset management fee $5million+ .35% asset management fee

Minimum Fee Charged for Managed Accounts

$3125 annual

Minimum Fee Charged for Hourly Planning Accounts

$700

Education

Bachelors of Science - Finance and Marketing

Catawba College
08/20/1998 -05/13/2001

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891528/paladinregistry-Excelsior-Wealth-Partners-detailed-disclosure.html

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Paladin Research Report For:

Excelsior Wealth Partners