Ethan Russman (CRD# 4228081) is an Investment Advisor Representative working at Emerson Equity LLC in Scottsdale, AZ and has over 2 years of experience in the finance industry. Ethan Russman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4607086
Origin Investment Advisory LLC
CRD# 6343741
Charles Schwab & Company, Inc.
CRD# 6344169
Mathis Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Emerson Equity LLC | San Mateo, CA | Nov 2021 - Current | 2 |
| Carleton Capital Group | Scottsdale, AZ | Jan 2018 - Current | 6 |
| Tmd & Associates, Inc. | Scottsdale, AZ | May 2017 - Sep 2021 | 4 |
| Fsc Securities Corp | Atlanta, GA | Sep 2016 - Feb 2017 | < 1 |
| Signature Financial Planning | Pittsburgh, PA | Oct 2015 - Sep 2016 | < 1 |
| Cole Capital Corporation | Phoenix, AZ | Oct 2006 - Sep 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2021 |
- AZ
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Total Assets Under Management176MILLIONS
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Total Number of Accounts1,037ACCOUNTS
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Average Account Value$169,886
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, SD, TX, UT, VA, WA, WI
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