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Russell Clay Lindsay

CANOPY 360 WEALTH, LLC·OCALA, Florida
SIE, Series 7, Series 66Clean record20 years registeredCANOPY 360 WEALTH, LLC
104 SE 1ST AVENUE, OCALA, FL 34471CRD# 5048368Firm CRD# 296771

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Russell Clay Lindsay · OCALA, FL
Registration
CRD #5048368 · CANOPY 360 WEALTH, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

CANOPY 360 WEALTH, LLC
Jul 2018 – present
SYMPHONIC FINANCIAL ADVISORS LLC
Feb 2006 – Jun 2018
ocala, FL
H.D. VEST ADVISORY SERVICES, INC
Jan 2006 – Jun 2006
OCALA, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · January 9, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CANOPY 360 WEALTH, LLC
CRD 296771 · SEC 801-113494
AUM
$261M
Regulatory assets under management
Employees
9
772 client accounts
Services offered by CANOPY 360 WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CANOPY 360 WEALTH, LLC →
Introduction

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05

Frequently Asked Questions

What services does Russell Clay Lindsay offer?
Russell Clay Lindsay specializes in Financial Planning, Investment Management. Contact their office in OCALA, Florida for a consultation.
What are Russell Clay Lindsay's credentials?
Russell Clay Lindsay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Russell Clay Lindsay located?
Russell Clay Lindsay is based in OCALA, Florida, working with CANOPY 360 WEALTH, LLC. Their office serves clients in the OCALA metropolitan area and surrounding communities.
How does Russell Clay Lindsay charge for services?
Russell Clay Lindsay'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 CANOPY 360 WEALTH, LLC?
CANOPY 360 WEALTH, LLC has approximately 9 employees and manages $261M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CANOPY 360 WEALTH, LLC

Jamie Gump Losito
OCALA, FL
CFP
Lance Montgomery Powers
OCALA, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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