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Russell Williams Twiss

GALLATIN & COMPANY, LLC·VERO BEACH, Florida
Series 7, Series 55, Series 63, Series 65Clean record15 years registeredGALLATIN & COMPANY, LLC
505 BEACHLAND BLVD - SUITE 7, VERO BEACH, FL 32963CRD# 5034600Firm CRD# 111984

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Russell Williams Twiss · VERO BEACH, FL
Registration
CRD #5034600 · GALLATIN & COMPANY, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

GALLATIN & COMPANY, LLC
Apr 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 55
Series 63
Series 65
Registration record
First registered · April 13, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GALLATIN & COMPANY, LLC
CRD 111984 · SEC 801-60165
AUM
$90M
Regulatory assets under management
Employees
1
48 client accounts
Services offered by GALLATIN & COMPANY, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at GALLATIN & COMPANY, LLC →
Introduction

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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.
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Other Advisors at GALLATIN & COMPANY, LLC

Donald Liddell Twiss
VERO BEACH, FL

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