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Russell Rabadeau

Raymond James Financial Services Advisors, INC
21 Years of Experience
Westfield, NJ
Broker
View SEC Summary
View SEC Summary

Russell Rabadeau is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Westfield, NJ, with 21 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

324 E Broad St, Westfield, NJ, 07090

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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.

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Other Business Activities

Russell is the owner of Rabadeau Wealth Group, a support company/DBA, where he serves as President and Financial Advisor. He dedicates no time to this business outside of his primary role.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2018 - Present · 8 yrs 1 mo
Raymond James Financial Services Advisors, INC
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2010 - September 2018 · 8 yrs 2 mos
Wells Fargo Clearing Services, LLC
July 2010 - September 2018 · 8 yrs 2 mos
New York Life Investment Management LLC
July 2010 - July 2010 · 0 mos
Nylife Distributors LLCBroker
October 2005 - July 2010 · 4 yrs 9 mos
Prudential Investment Management Services LLCBroker
December 2004 - October 2005 · 10 mos
State Registrations25 states
ALAZCACOCTFLHIIDILINMAMDMEMIMNNCNJNYPARISCTNTXVAWA
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.
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