JR
JR

Joseph Russell

25 Years of Experience
Woodcliff Lake, NJ
BrokerSells Insurance

Joseph Russell is a registered investment advisor at Cetera Investment Advisers LLC, based in Woodcliff Lake, NJ, with 25 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

300 Tice Boulevard, Suite 315, Woodcliff Lake, NJ, 07677

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Joseph is a Director & Investment Adviser Representative at Century Advisory Group, LLC, a Certified Public Accountant and Partner at O'Connor Davies, LLP (dedicating nearly full-time hours), and an Investment Adviser Representative and Registered Representative at 1st Global. Joseph also works as an Insurance Agent at 1st Global Insurance Services, Inc.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Century Advisory Group, LLC
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
July 2017 - October 2019 · 2 yrs 3 mos
1st Global Capital CORP.Broker
July 2017 - October 2019 · 2 yrs 3 mos
Oppenheimer & CO. INC.
November 2007 - December 2015 · 8 yrs 1 mo
Oppenheimer Asset Management
April 2003 - November 2007 · 4 yrs 7 mos
Oppenheimer & CO. INC.Broker
January 2003 - December 2015 · 12 yrs 11 mos
Fahnestock Asset Management
January 2003 - April 2003 · 3 mos
Cibc World Markets CORP.
July 2002 - January 2003 · 6 mos
Cibc World Markets CORP.Broker
February 2000 - January 2003 · 2 yrs 11 mos
State Registrations8 states
CTFLMAMDNJNYVAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Joseph Russell - Financial Advisor | TrueAdvisor