Unclaimed Profile

Kenneth Robert Russell

GSB WEALTH MANAGEMENT, LLC·GUILFORD, Connecticut

SIE, Series 7, Series 63, Series 65Clean record20 years registeredGSB WEALTH MANAGEMENT, LLC

ONE PARK STREET, GUILFORD, CT 06437CRD# 4073148Firm CRD# 124867

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kenneth Robert Russell · GUILFORD, CT

Registration

CRD #4073148 · GSB WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GSB WEALTH MANAGEMENT, LLC

GREY LEDGE ADVISORS, LLC

Feb 2020 – Mar 2026

GUILFORD, CT

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 2014 – Jan 2020

NEW HAVEN, CT

GENSPRING FAMILY OFFICES, LLC

Jan 2007 – May 2013

GREENWICH, CT

CITICORP INVESTMENT SERVICES

May 2006 – Nov 2006

GREENWICH, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · May 30, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GSB WEALTH MANAGEMENT, LLC

CRD 124867 · SEC 801-61932

AUM

$475M

Regulatory assets under management

Employees

1,454 client accounts

Services offered by GSB WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GSB WEALTH MANAGEMENT, LLC →

Introduction

Speak with Kenneth

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kenneth is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GUILFORD?

Browse all registered financial advisors in GUILFORD, Connecticut or claim this profile if it's yours.

Browse GUILFORD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kenneth Robert Russell offer?

Kenneth Robert Russell specializes in Financial Planning, Investment Management.

What are Kenneth Robert Russell's credentials?

Kenneth Robert Russell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kenneth Robert Russell located?

Kenneth Robert Russell is based in GUILFORD, Connecticut, last registered with GSB WEALTH MANAGEMENT, LLC.

How does Kenneth Robert Russell charge for services?

Kenneth Robert Russell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GSB WEALTH MANAGEMENT, LLC?

GSB WEALTH MANAGEMENT, LLC has approximately 13 employees and manages $475M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →