Claim Profile
RT

Russell Williams Twiss

GALLATIN & COMPANY, LLC·VERO BEACH, Florida
Unclaimed Profile
505 BEACHLAND BLVD - SUITE 7, VERO BEACH, FL 32963CRD# 5034600Firm CRD# 111984
01

About

Russell Williams Twiss is a registered financial advisor based in VERO BEACH, Florida, affiliated with GALLATIN & COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
GALLATIN & COMPANY, LLC
GALLATIN & COMPANY, LLC
AUM
$90M
Regulatory assets under management
Employees
1
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5034600
Firm CRD# 111984
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in VERO BEACH?

Browse all registered financial advisors in VERO BEACH, Florida or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Russell Williams Twiss offer?
Russell Williams Twiss specializes in Investment Management. Contact their office in VERO BEACH, Florida for a consultation.
What are Russell Williams Twiss's credentials?
Russell Williams Twiss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Russell Williams Twiss located?
Russell Williams Twiss is based in VERO BEACH, Florida, working with GALLATIN & COMPANY, LLC. Their office serves clients in the VERO BEACH metropolitan area and surrounding communities.
How does Russell Williams Twiss charge for services?
Russell Williams Twiss's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GALLATIN & COMPANY, LLC?
GALLATIN & COMPANY, LLC has approximately 1 employees and manages $90M 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 →

Other Advisors at GALLATIN & COMPANY, LLC