Joseph Flynt Russell

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 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:

Current Employers

Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-04-10

NC RA
APPROVED

Since 2026-04-10

Branch Locations

Huntersville, NC • 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

Organization	City	State	From	To
New York Life	Charlotte	NC	08/2023	06/2025
Facet Construction	Cornelius	NC	10/2022	08/2023
Unemployed	Kannapolis	NC	07/2022	10/2022
Harris Teeter	Charlotte	NC	06/2021	07/2022
Unc Charlotte	Charlotte	NC	08/2017	12/2021
Unemployed	Kannapolis	NC	05/2017	08/2017
Cannon School	Concord	NC	08/2014	05/2017
Nylife Securities Llc	Charlotte	NC	04/2024	07/2025
Equitable	Huntersville	NC	02/2026	Present
Equitable Advisors, Llc	New York	NY	02/2026	Present
Doordash	Huntersville	NC	07/2025	01/2026

08/2023 → 06/2025

New York Life

Charlotte, NC
10/2022 → 08/2023

Facet Construction

Cornelius, NC
07/2022 → 10/2022

Unemployed

Kannapolis, NC
06/2021 → 07/2022

Harris Teeter

Charlotte, NC
08/2017 → 12/2021

Unc Charlotte

Charlotte, NC
05/2017 → 08/2017

Unemployed

Kannapolis, NC
08/2014 → 05/2017

Cannon School

Concord, NC
04/2024 → 07/2025

Nylife Securities Llc

Charlotte, NC
02/2026 → Present

Equitable

Huntersville, NC
02/2026 → Present

Equitable Advisors, Llc

New York, NY
07/2025 → 01/2026

Doordash

Huntersville, NC

Other Businesses

Phi Delta Theta Fraternity, NC Epsilon Chapter; Charlotte, NC; Chapter Advisory Board Chairman; Assist the chapter and its members regarding event planning, risk management, community engagement, and recruitment; Start Date 01/2024; 4 hrs. /mo.; Not Investment Related

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-08
S63	Uniform Securities Agent State Law Examination	2024-08-07

S66 Uniform Combined State Law Examination

2026-04-08
S63 Uniform Securities Agent State Law Examination

2024-08-07

View on SEC IAPD