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Matthew James Russell

FERRIS CAPITAL, LLC·SOUTHBOROUGH, Massachusetts
Unclaimed Profile
118 TURNPIKE ROAD, SOUTHBOROUGH, MA 01772CRD# 6831975Firm CRD# 160116
01

About

Matthew James Russell is a registered financial advisor based in SOUTHBOROUGH, Massachusetts, affiliated with FERRIS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FERRIS CAPITAL, LLC
FERRIS CAPITAL, LLC
AUM
$756M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at FERRIS CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6831975
Firm CRD# 160116
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew James Russell offer?
Matthew James Russell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTHBOROUGH, Massachusetts for a consultation.
What are Matthew James Russell's credentials?
Matthew James Russell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew James Russell located?
Matthew James Russell is based in SOUTHBOROUGH, Massachusetts, working with FERRIS CAPITAL, LLC. Their office serves clients in the SOUTHBOROUGH metropolitan area and surrounding communities.
How does Matthew James Russell charge for services?
Matthew James 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 FERRIS CAPITAL, LLC?
FERRIS CAPITAL, LLC has approximately 8 employees and manages $756M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SOUTHBOROUGH
Jon Colin Frojen — PFE ADVISORS, INC.David Matthew Ferris — FERRIS CAPITAL, LLCWayne Gregory Bogosian — PFE ADVISORS, INC.Gary Anthony Gerulskis — CAPITAL ADVISORS, LLCMarc Elliot Mingolelli — PINNACLE PENSION CONSULTANTS LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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