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Russell Eugene Wood

SG FINANCIAL ADVISORS, LLC·SANDY SPRINGS, Georgia
Clean recordSG FINANCIAL ADVISORS, LLC
333 SANDY SPRINGS CIRCLE, N.E., SANDY SPRINGS, GA 30328CRD# 5024082Firm CRD# 133824

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Russell Eugene Wood · SANDY SPRINGS, GA
Registration
CRD #5024082 · SG FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Russell Eugene Wood is a registered financial advisor based in SANDY SPRINGS, Georgia, affiliated with SG FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SG FINANCIAL ADVISORS, LLC
SG FINANCIAL ADVISORS, LLC
AUM
$388M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SG FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: FINANCIAL PLANNING FEE
Regulatory
SEC/IARD CRD# 5024082
Firm CRD# 133824
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Russell Eugene Wood offer?
Russell Eugene Wood specializes in Financial Planning, Investment Management. Contact their office in SANDY SPRINGS, Georgia for a consultation.
What are Russell Eugene Wood's credentials?
Russell Eugene Wood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Russell Eugene Wood located?
Russell Eugene Wood is based in SANDY SPRINGS, Georgia, working with SG FINANCIAL ADVISORS, LLC. Their office serves clients in the SANDY SPRINGS metropolitan area and surrounding communities.
How does Russell Eugene Wood charge for services?
Russell Eugene Wood's firm is compensated through percentage of aum, subscription fees, other: financial planning fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SG FINANCIAL ADVISORS, LLC?
SG FINANCIAL ADVISORS, LLC has approximately 4 employees and manages $388M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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