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Paladin Research Report For:

Russell Stout

Excelsior Wealth Partners

401 E Las Olas Blvd
Suite 1452
Fort Lauderdale, FL 33301
315-224-2426

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
  • 20
Number of Years with Current Firm
  • 5
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
  • Yes
Acknowledged fiduciary
  • Yes
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
  • 250
Advisor's Number of Managed Clients
  • 187
Advisor's Number of Planning Clients
  • 200
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

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