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William Joshua Anthony Russell

EMPOWERED FUNDS, LLC·HAVERTOWN, Pennsylvania
SIE, Series 3, Series 7, Series 63CFAClean record5 years registeredEMPOWERED FUNDS, LLC
19 EAST EAGLE ROAD, HAVERTOWN, PA 19083CRD# 6573322Firm CRD# 171412

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Joshua Anthony Russell · HAVERTOWN, PA
Registration
CRD #6573322 · EMPOWERED FUNDS, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

ETF ARCHITECT
Nov 2023 – present
ALPHA ARCHITECT
Oct 2022 – Nov 2023
HAVERTOWN, PA
CARSON GROUP INVESTING
Apr 2021 – Oct 2022
Mamroneck, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 63
Registration record
First registered · April 26, 2021
Years registered · 5
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EMPOWERED FUNDS, LLC
CRD 171412 · SEC 801-79835
AUM
$9.2B
Regulatory assets under management
Employees
19
219 client accounts
Services offered by EMPOWERED FUNDS, LLC
Per Form ADV
Portfolio management (pooled investments)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at EMPOWERED FUNDS, LLC →
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05

Frequently Asked Questions

What services does William Joshua Anthony Russell offer?
William Joshua Anthony Russell specializes in Investment Management, Wealth Management. Contact their office in HAVERTOWN, Pennsylvania for a consultation.
What are William Joshua Anthony Russell's credentials?
William Joshua Anthony Russell holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is William Joshua Anthony Russell located?
William Joshua Anthony Russell is based in HAVERTOWN, Pennsylvania, working with EMPOWERED FUNDS, LLC. Their office serves clients in the HAVERTOWN metropolitan area and surrounding communities.
How does William Joshua Anthony Russell charge for services?
William Joshua Anthony Russell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EMPOWERED FUNDS, LLC?
EMPOWERED FUNDS, LLC has approximately 19 employees and manages $9.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jessica Dawn Leighty
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Ryan Kirlin
HAVERTOWN, PA

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