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Russell Williams Twiss

GALLATIN & COMPANY, LLC·VERO BEACH, Florida
Clean recordGALLATIN & 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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03

Firm Overview

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

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5034600
Firm CRD# 111984
View on FINRA BrokerCheck →

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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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