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Frederick Charles Russell

Osaic Wealth, Inc.

Binghamton, NY

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-10-11
  • NY RA
    APPROVED
    Since 2024-10-11

Branch Locations

130 Riverside Drive, Binghamton, NY 13905 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Travelers Ins. Co. Hartford CT 02/1978 Present
Couper-Ackerman-Sampson, Inc. Binghamton NY 02/1978 Present
Fred Russell & Co. Binghampton NY 07/1991 Present
Hornor, Townsend & Kent, Inc. Binghampton NY 08/1994 Present
Osaic Wealth, Inc. Scottsdale AZ 10/2024 Present
  • 02/1978 → Present
    Travelers Ins. Co.
    Hartford, CT
  • 02/1978 → Present
    Couper-Ackerman-Sampson, Inc.
    Binghamton, NY
  • 07/1991 → Present
    Fred Russell & Co.
    Binghampton, NY
  • 08/1994 → Present
    Hornor, Townsend & Kent, Inc.
    Binghampton, NY
  • 10/2024 → Present
    Scottsdale, AZ
Previous Registrations
  • 2021-04-01 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
Other Businesses

1) INSURANCE BROKERAGE -INVESTMENT RELATED: YES | DBA NAME: FRED RUSSELL CORPORATION, | POSITION HELD: | ADDRESS: 130 RIVERSIDE DR, BINGHAMTON, NY 13905 | START DATE: 2005 | NATURE OF ACTIVITY: OTHER | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: ORGANIZE AND CHAIR ALL RELATED ACTIVITIES FOR PENN MUTUAL'S ADVISOR COUNCIL, STRUCTURE COMMITTEES, CONFERENCE CALLS AND OFF-SITE MEETINGS. 2) INSURANCE BROKERAGE -INVESTMENT RELATED: YES | DBA NAME: RUSSELL & RUSSELL | POSITION HELD: | ADDRESS: 130 RIVERSIDE DR, BINGHAMTON, NY 13905 | START DATE: 11/15/13 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 3) INSURANCE BROKERAGE: DBA NAME: NEW WAVE HEALTH PLANS LLC -INVESTMENT RELATED: NO | ADDY: 130 RIVERSIDE DR, BINGHAMTON NEW YORK 13905 | NATURE OF OBA: DISABILTY INSURANCE | POS, TITLE, RELATIONSHIP: MEMBER OF LLC S /AGENT | START DATE: 8/1/2017 | # HRS/MONTH: 10/25 MONTH | # HRS/MO DURING TRADING: 10/25 MONTH | DESCRIBE DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS. 4) AMERICAN PORTFOLIOS ADVISORS, INC. - INVESTMENT ADVISER REPRESENTATIVE, START DATE = 0/2018, 40 HRS./MO., 40 HRS./MKT.HRS. 5) RUSSELL & RUSSELL LLC POS: Rep NATURE: Fred Russell Corporation [ LLC ] INVESTMENT RELATED: Yes # OF HRS: 90 SECURITIES TRADING HRS: 15 START DATE: 10/1/13 ADDRESS: 130 Riverside Dr, Binghamton NY 13905 DESCRIPT: Most professional duties are in the life and employee benefits market 6) FRED RUSSELL CORPORATION POS: AGENT NATURE: GROUP INSURANCE BROKERAGE / FIXED LIFE INSURANCE INVESTMENT RELATED: No # OF HRS: 10 SECURITIES TRADING HRS: 10 START DATE: 1/1/05 ADDRESS: 130 RIVERSIDE DR, BINGHAMTON NY 13905 DESCRIPT: SALES/SERVICE 7) RUSSELL & RUSSELL LLC POS: member NATURE: RUSSELL & RUSSELL Llc INVESTMENT RELATED: Yes # OF HRS: 40 SECURITIES TRADING HRS: 40 START DATE: 3/1/18 ADDRESS: 130 RIVERSIDE DR, BINGHAMTON NY 13905 DESCRIPT: review existing client accts with Derek Russell

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-11-07
  • S63 Uniform Securities Agent State Law Examination
    1994-11-07

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