Unclaimed Profile

Daniel Terrill Russler

FAMILY ASSET MANAGEMENT, LLC·CHARLESTON, South Carolina

Series 3, Series 7, Series 63, Series 66Clean record22 years registeredFAMILY ASSET MANAGEMENT, LLC

997 MORRISON DRIVE, SUITE 401, CHARLESTON, SC 29403CRD# 1774188Firm CRD# 129738

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Terrill Russler · CHARLESTON, SC

Registration

CRD #1774188 · FAMILY ASSET MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

SEQUOIA FINANCIAL GROUP, L.L.C.

Sep 2024 – present

FAMILY ASSET MANAGEMENT, LLC

Mar 2018 – Mar 2025

CHARLESTON, SC

FAMILY ASSET MANAGEMENT, LLC

Jan 2004 – Dec 2017

CHARLESTON, SC

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 66

Registration record

First registered · January 9, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FAMILY ASSET MANAGEMENT, LLC

CRD 129738 · SEC 801-83169

AUM

$324M

Regulatory assets under management

Employees

467 client accounts

Services offered by FAMILY ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FAMILY ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Terrill Russler offer?

Daniel Terrill Russler specializes in Investment Management, Wealth Management. Contact their office in CHARLESTON, South Carolina for a consultation.

What are Daniel Terrill Russler's credentials?

Daniel Terrill Russler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Terrill Russler located?

Daniel Terrill Russler is based in CHARLESTON, South Carolina, working with FAMILY ASSET MANAGEMENT, LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.

How does Daniel Terrill Russler charge for services?

Daniel Terrill Russler'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 FAMILY ASSET MANAGEMENT, LLC?

FAMILY ASSET MANAGEMENT, LLC has approximately 6 employees and manages $324M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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