Unclaimed Profile

Theresa Bailey Russell

GWM ADVISORS, LLC·BATON ROUGE, Louisiana

SIE, Series 7, Series 9, Series 10, Series 63, Series 66Clean record17 years registeredGWM ADVISORS, LLC

6300 CORPORATE BLVD, BATON ROUGE, LA 70809CRD# 1284588Firm CRD# 171351

Profile Verification

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

Identity

Theresa Bailey Russell · BATON ROUGE, LA

Registration

CRD #1284588 · GWM ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GWM ADVISORS, LLC

GWM ADVISORS, LLC

Jun 2014 – Oct 2018

BATON ROUGE, LA

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Dec 2012 – Jun 2014

BATON ROUGE, LA

WELLS FARGO ADVISORS, LLC

Jun 2009 – Dec 2012

BATON ROUGE, LA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · June 19, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEWEDGE ADVISORS, LLC

CRD 171351 · SEC 801-79876

AUM

$18.4B

Regulatory assets under management

Employees

570

62,249 client accounts

Services offered by NEWEDGE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NEWEDGE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Theresa Bailey Russell offer?

Theresa Bailey Russell specializes in Financial Planning, Investment Management, Wealth Management.

What are Theresa Bailey Russell's credentials?

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

Where is Theresa Bailey Russell located?

Theresa Bailey Russell is based in BATON ROUGE, Louisiana, last registered with GWM ADVISORS, LLC.

How does Theresa Bailey Russell charge for services?

Theresa Bailey Russell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GWM ADVISORS, LLC?

GWM ADVISORS, LLC has approximately 570 employees and manages $18.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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