Unclaimed Profile

Russell Christopher Platt

FORUM PARTNERS INVESTMENT MANAGEMENT LLC·WEST PALM BEACH, Florida

Clean recordFORUM PARTNERS INVESTMENT MANAGEMENT LLC

THE SQUARE, 700 S ROSEMARY AVENUE, WEST PALM BEACH, FL 33401CRD# 1567825Firm CRD# 161192

Profile Verification

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

Identity

Russell Christopher Platt · WEST PALM BEACH, FL

Registration

CRD #1567825 · FORUM PARTNERS INVESTMENT MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Russell Christopher Platt is a registered financial advisor based in WEST PALM BEACH, Florida, affiliated with FORUM PARTNERS INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Russell

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

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

Firm Overview

Firm

FORUM PARTNERS INVESTMENT MANAGEMENT LLC

AUM

$190M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at FORUM PARTNERS INVESTMENT MANAGEMENT LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1567825

Firm CRD# 161192

View on FINRA BrokerCheck →

Looking for a financial advisor in WEST PALM BEACH?

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

Browse WEST PALM BEACH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Russell Christopher Platt offer?

Russell Christopher Platt specializes in Retirement Planning. Contact their office in WEST PALM BEACH, Florida for a consultation.

What are Russell Christopher Platt's credentials?

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

Where is Russell Christopher Platt located?

Russell Christopher Platt is based in WEST PALM BEACH, Florida, working with FORUM PARTNERS INVESTMENT MANAGEMENT LLC. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.

How does Russell Christopher Platt charge for services?

Russell Christopher Platt's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FORUM PARTNERS INVESTMENT MANAGEMENT LLC?

FORUM PARTNERS INVESTMENT MANAGEMENT LLC is a registered investment adviser with the SEC, managing $190M in regulatory assets under management. See their Form ADV for full details.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →