Brittany Marie Russell-Porter

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

• 10/2015 → 12/2019
  Sii
  Boston, MA
• 06/2018 → 12/2019
  John Hancock Personal Financial Services, Llc
  Boston, MA
• 10/2018 → 12/2019
  John Hancock Distributors Llc
  Boston, MA
• 01/2020 → Present
  Royal Alliance
  Needham Heights, MA

Previous Registrations

• 2018-06-20 → 2020-01-02
  John Hancock Personal Financial Services, Llc
  Boston, MA
• 2016-07-15 → 2018-11-02
  Signator Investors, Inc.
  South Boston, MA

Other Businesses

1. CENTINEL FINANCIAL GROUP/MARK SULLIVAN POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 01/06/2020 ADDRESS: 160 GOULD ST, Suite 212, NEEDHAM HGTS MA 02494, United States DESCRIPTION: Assisting rep George Bernet with his book of business which may include but not limited to: - placing trades for clients - having review calls and/or meetings with clients - assisting in the financial planning process for clients - other sales support for clients and prospects as need be 2. CENTINEL FINANCIAL GROUP/MARK SULLIVAN POSITION: Sr. Financial Planning Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 01/06/2020 ADDRESS: 160 GOULD ST, Suite 212, NEEDHAM HGTS MA 02494, United States DESCRIPTION: Assisting rep George Bernet with his book of business which may include: - placing trades for clients - having review calls and/or meetings with clients - assisting in the financial planning process for clients - other sales support for clients and prospects as need be

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-10
• S63 Uniform Securities Agent State Law Examination
  2013-09-27

Designations

• Certified Financial Planner

Other Names

• Brittany Marie Russell