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Paladin Research Report For:

Russell Stout

Excelsior Wealth Partners

301 SW 1st Ave
Apt 2306
Fort Lauderdale, FL 33301
315-224-2426

About Russell Stout

Excelsior Wealth is a premier asset management firm, that is in the business of finding innovative investment solutions and great investment ideas.

Our experience, personalized approach, and commitment to serving our clients make us unique in our Marketplace.

A community of independent financial advisors who share a commitment for excellence by fostering a culture of openness and transparency, while focusing on a world class client experience.

We can help you achieve your financial goals through tailored money management and a fee structure designed for your success.

As a well-respected investment advisory firm, our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.

Whether we assist you with your transition into retirement or helping you manage your portfolio risk; Excelsior Wealth can help you achieve your financial goals.

See Disclosures

General Information

Firm Start Year
  • 1924

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelors of Science - Finance and Marketing
  • Catawba College
    08/20/1998 -05/13/2001

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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

Inquire With Russell