AdvisorOS Directory
Claim Profile
Unclaimed Profile
DR

Dean Thomas Russell

SYMPHONIC FINANCIAL ADVISORS LLC·NEW YORK, New York
SYMPHONIC FINANCIAL ADVISORS LLC
570 LEXINGTON AVENUE, NEW YORK, NY 10022CRD# 1396060Firm CRD# 135603

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dean Thomas Russell · NEW YORK, NY
Registration
CRD #1396060 · SYMPHONIC FINANCIAL ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
5 disclosures on file · See FINRA BrokerCheck for full record
01

About

Dean Thomas Russell is a registered financial advisor based in NEW YORK, New York, affiliated with SYMPHONIC FINANCIAL ADVISORS 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
Introduction

Speak with Dean

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

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

03

Firm Overview

Firm
SYMPHONIC FINANCIAL ADVISORS LLC
SYMPHONIC FINANCIAL ADVISORS LLC
AUM
$125M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SYMPHONIC FINANCIAL ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1396060
Firm CRD# 135603
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK?

Browse all registered financial advisors in NEW YORK, New York or claim this profile if it's yours.

Browse NEW YORK AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Dean Thomas Russell offer?
Dean Thomas Russell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Dean Thomas Russell's credentials?
Dean Thomas Russell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dean Thomas Russell located?
Dean Thomas Russell is based in NEW YORK, New York, working with SYMPHONIC FINANCIAL ADVISORS LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Dean Thomas Russell charge for services?
Dean Thomas 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 SYMPHONIC FINANCIAL ADVISORS LLC?
SYMPHONIC FINANCIAL ADVISORS LLC has approximately 4 employees and manages $125M 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 SYMPHONIC FINANCIAL ADVISORS LLC

Don James Andrews
NEW YORK, NY

More Advisors in NEW YORK, New York

Alisa Annah Berger
LUMINARX CAPITAL MANAGEMENT LP·NEW YORK, NY
Christa Mueller Dorrego
ARNHOLD LLC·NEW YORK, NY
Tiffany Taylor Michel
RENAISSANCE TECHNOLOGIES LLC·NEW YORK, NY
Timothy Steven Johnson
BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C.·NEW YORK, NY
Maria Moriera
IMC ASSET MANAGEMENT, INC·NEW YORK, NY
Rishi Harish Shah
BREVAN HOWARD US INVESTMENT MANAGEMENT LP·NEW YORK, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)PITTSFORD (112)
City Guides
ROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE GuideBUFFALO Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile