Russell Sully

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-10-03
CT	RA	APPROVED	2025-09-24

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boston	MA	08/2021	06/2022
Bank Of America N.A.	Boston	MA	09/2019	08/2021
The Fenway Group	Boston	MA	08/2018	09/2019
Tm Business Solutions	Providence	RI	06/2017	10/2017
Bj's Wholesale Club	Medford	MA	09/2012	01/2017
Bryant University	Smithfield	RI	08/2014	05/2018
Bank Of America, N.A.	Boston	MA	11/2021	06/2022
Amundi Distributor Us, Inc.	Boston	MA	06/2022	04/2025
Victory Capital Services, Inc.	Brooklyn	OH	04/2025	09/2025
Victory Capital Management Inc.	San Antonio	TX	04/2025	09/2025
Morgan Stanley	Boston	MA	09/2025	Present

08/2021 → 06/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA
09/2019 → 08/2021

Bank Of America N.A.

Boston, MA
08/2018 → 09/2019

The Fenway Group

Boston, MA
06/2017 → 10/2017

Tm Business Solutions

Providence, RI
09/2012 → 01/2017

Bj's Wholesale Club

Medford, MA
08/2014 → 05/2018

Bryant University

Smithfield, RI
11/2021 → 06/2022

Bank Of America, N.A.

Boston, MA
06/2022 → 04/2025

Amundi Distributor Us, Inc.

Boston, MA
04/2025 → 09/2025

Victory Capital Services, Inc.

Brooklyn, OH
04/2025 → 09/2025

Victory Capital Management Inc.

San Antonio, TX
09/2025 → Present

Morgan Stanley

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-12-31

Other Firms