AdvisorOS Directory
Claim Profile
Unclaimed Profile
AR

Anne Russell

LUMBARD & KELLNER, LLC·HOLLIS, New Hampshire
Clean recordLUMBARD & KELLNER, LLC
5 HUTCHINGS DRIVE, HOLLIS, NH 03049-0749CRD# 6313796Firm CRD# 117196

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anne Russell · HOLLIS, NH
Registration
CRD #6313796 · LUMBARD & KELLNER, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Anne Russell is a registered financial advisor based in HOLLIS, New Hampshire, affiliated with LUMBARD & KELLNER, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

Speak with Anne

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

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

03

Firm Overview

Firm
LUMBARD & KELLNER, LLC
LUMBARD & KELLNER, LLC
AUM
$351M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at LUMBARD & KELLNER, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6313796
Firm CRD# 117196
View on FINRA BrokerCheck →

Looking for a financial advisor in HOLLIS?

Browse all registered financial advisors in HOLLIS, New Hampshire or claim this profile if it's yours.

Browse HOLLIS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Anne Russell offer?
Anne Russell specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOLLIS, New Hampshire for a consultation.
What are Anne Russell's credentials?
Anne Russell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anne Russell located?
Anne Russell is based in HOLLIS, New Hampshire, working with LUMBARD & KELLNER, LLC. Their office serves clients in the HOLLIS metropolitan area and surrounding communities.
How does Anne Russell charge for services?
Anne Russell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LUMBARD & KELLNER, LLC?
LUMBARD & KELLNER, LLC has approximately 4 employees and manages $351M 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 LUMBARD & KELLNER, LLC

Gordon Alan Russell
HOLLIS, NH
John Ashmore Lumbard
HOLLIS, NH
Michael Allen Collora
HOLLIS, NH
Peter Boyd Coz
HOLLIS, NH
Drew Dawson Kellner
HOLLIS, NH
James B Conway
HOLLIS, NH

More Advisors in HOLLIS, New Hampshire

Jean Ashmore Lumbard
LUMBARD & KELLNER, LLC·HOLLIS, NH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Hampshire
PORTSMOUTH (114)BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)LEBANON (25)EXETER (18)PETERBOROUGH (9)NEW LONDON (7)WOLFEBORO (7)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
Request removal of this profile