Russell Stola
Russell Stola is a registered investment advisor at Private Advisor Group, LLC, based in Massapequa, NY, with 26 years of industry experience. Russell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
549 Broadway, 2nd Floor, Massapequa, NY, 11758
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2023Other Business Activities
Russell prepares personal and small business income tax returns since 2004 and provides investment advisory services through Private Advisor Group, dedicating nearly full-time hours to this activity. He also has a business entity for tax/investment purposes, requiring minimal time.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLC
Prime Capital Services, INC.Broker
State Registrations14 states
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
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