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Peter Stephen Russell

Edward Jones

Pleasant Valley, NY

CRD 6526397

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-26
NY RA APPROVED 2021-06-29
MO RA APPROVED 2015-09-21
  • TX RA
    APPROVED_RES
    Since 2022-01-26
  • NY RA
    APPROVED
    Since 2021-06-29
  • MO RA
    APPROVED
    Since 2015-09-21

Branch Locations

1540 Route 44 Main Street, Pleasant Valley, NY 12569 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2015 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-19
  • S66 Uniform Combined State Law Examination
    2015-09-19
Other Names
  • Peter Russell
  • Peter Stephen Russell

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
LIFEMARK SECURITIES CORP.

Nearby Investors

OMAR BENVENUTO CARNECCHIA
LYNDA ANN BEISNER
LISA A TEVNAN

Nearby Offices

J.P. MORGAN SECURITIES LLC · PLEASANT VALLEY, NY
LPL FINANCIAL LLC · PLEASANT VALLEY, NY
LIFEMARK SECURITIES CORP. · PLEASANT VALLEY, NY

More in Pleasant Valley, NY

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