Gayle A Russell

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → 03/2018
  Tiaa-Cref Individual & Institutional Services, Llc
  Hamden, CT
• 11/2011 → 03/2018
  Tiaa
  Hamden, CT
• 01/2025 → Present
  Osaic Wealth, Inc.
  Orange Village, OH
• 09/2020 → 01/2025
  Lincoln Financial Advisors
  Chicago, IL
• 04/2018 → 09/2020
  Unemployed
  Ridgeville, OH

Previous Registrations

• 2021-01-08 → 2025-01-24
  Osaic Fa, Inc.
  Westlake, OH
  Orange Village, OH
• 2011-11-29 → 2018-03-14
  Tiaa-Cref Individual & Institutional Services, Llc
  Hamden, CT
  Hartford, CT
• 2005-05-06 → 2011-11-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Farmington, CT
  Hartford, CT
  Hartford, CT
  Hartford, CT

Other Businesses

1. COMMUNITY BIBLE STUDY POSITION: Treasurer NATURE: Non-profit organization providing Bible Studies in North America as well as internationally. Community Bible Study is a 501c3 organization. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2021 ADDRESS: 790 Stout Rd, Colorado Springs CO 80921, United States DESCRIPTION: I have ben asked to serve as the treasurer of my local Bible Study which is part of a larger organization. The larger organization is a non-profit organization, Community Bible Study in Colorado Springs, Colorado which is a 501c3 organization. Our local study meets on Tuesday and Thursday. The participants pay a $35 dollar registration fee for the year and can always donate additional funds. There is a process involved each week with the money given to the organization. We always have 2 people counting the cash and checks and confirming the amounts that we received. Most of the money is given by check but there are sometimes cash donations. The 2 people attest to the amount of the deposit each week. The coordinator mails the deposit to the home office after reporting online to the organization the amount of the deposits. If the coordinator is not at Bible Study, then I would mail and record the deposits. The National organization is Community Bible Study and I have been asked to be the treasurer of the Cleveland West Chapter. 2. THE UNIVERSITY OF CONNECTICUT, SCHOOL OF BUSINESS POSITION: Board Member NATURE: University of Connecticut, School of Business, Dean's Advisory Cabinet. The Dean's Advisory Cabinet is comprised of the dean and his leadership team. Cabinet members actively support the school's mission to achieve national and global recognition as leaders in innovative training, cutting-edge research, and community activism. The role of the cabinet members is to advise and advocate to the Dean and his leadership team. Also, cabinet members are asked to engage with students/alumni/donors. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: 352 Mansfield Rd, Storrs CT 06269, United States DESCRIPTION: The role of the cabinet members is to advise and advocate to the Dean and his leadership team. Also, cabinet members are asked to engage with students/alumni/donors. I attend 2 zoom meetings as well as I serve on an engagement committee to engage existing students and alumni. Generally this involves attending a dinner each spring honoring past graduates of the school. 3. CLEVELAND FINANCIAL GROUP POSITION: Client Services Coordinator NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 09/15/2020 ADDRESS: 2001 Crocker Road, Ste. 400, Westlake OH 44145, United States DESCRIPTION: I support Jeremy DiTullio, the owner and financial advisor through clerical tasks such as making sure the clients take their required minimum distributions each year. I also make sure that our client relationship database is kept current with addresses, phone numbers, etc. Jeremy, the other support person and I meet twice per week to review upcoming client meetings as well as outstanding client service items. I also communicate with clients via email and phone calls if there are any questions or if clients call with a request.

Exams

• S66 Uniform Combined State Law Examination
  2005-05-05

Other Names

• Gayle A Russell
• Gayle A A Russell