AdvisorOS Directory
Claim Profile
Unclaimed Profile
JI

John J. Russell Iv

POLEN CAPITAL CREDIT, LLC·WALTHAM, Massachusetts
Clean recordPOLEN CAPITAL CREDIT, LLC
1075 MAIN STREET, WALTHAM, MA 02451CRD# 4515145Firm CRD# 108468

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John J. Russell Iv · WALTHAM, MA
Registration
CRD #4515145 · POLEN CAPITAL CREDIT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John J. Russell Iv is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with POLEN CAPITAL CREDIT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
Introduction

Speak with John

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

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

03

Firm Overview

Firm
POLEN CAPITAL CREDIT, LLC
POLEN CAPITAL CREDIT, LLC
AUM
$7.4B
Regulatory assets under management
Employees
52
Total firm employees
View all advisors at POLEN CAPITAL CREDIT, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4515145
Firm CRD# 108468
View on FINRA BrokerCheck →

Looking for a financial advisor in WALTHAM?

Browse all registered financial advisors in WALTHAM, Massachusetts or claim this profile if it's yours.

Browse WALTHAM AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does John J. Russell Iv offer?
John J. Russell Iv specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are John J. Russell Iv's credentials?
John J. Russell Iv is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John J. Russell Iv located?
John J. Russell Iv is based in WALTHAM, Massachusetts, working with POLEN CAPITAL CREDIT, LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does John J. Russell Iv charge for services?
John J. Russell Iv's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POLEN CAPITAL CREDIT, LLC?
POLEN CAPITAL CREDIT, LLC has approximately 52 employees and manages $7.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at POLEN CAPITAL CREDIT, LLC

Anthony Michael Ranaldi
WALTHAM, MA
David John Breazzano
WALTHAM, MA
Joshua Liam Mccarthy
WALTHAM, MA

More Advisors in WALTHAM, Massachusetts

Christopher C Chandler
BALLENTINE PARTNERS, LLC·WALTHAM, MA
Ryan Darden Mcglothlin
RIVER AND MERCANTILE LLC·WALTHAM, MA
Adrian B Becker
SAVVI FINANCIAL LLC·WALTHAM, MA
David Anthony Fiorentino
PROSPECT HILL GROWTH PARTNERS, L.P.·WALTHAM, MA
Peter J. Grua
HLM MANAGEMENT CO., LLC·WALTHAM, MA
Tetyana Glynska Buescher
GL CAPITAL PARTNERS·WALTHAM, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)LEXINGTON (42)
City Guides
BOSTON GuideCAMBRIDGE GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile