Brittany Russell-Porter
Brittany Russell-Porter is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Needham Heights, MA, with 12 years of industry experience. Brittany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
160 Gould Street, Suite 212, Needham Heights, MA, 02494
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Regulatory History
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 Activities
Brittany works as a Financial Planner and Sr. Financial Planning Associate with Centinel Financial Group/Mark Sullivan, assisting another representative with their book of business. These roles are investment-related and take nearly full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
John Hancock Distributors LLCBroker
John Hancock Personal Financial Services, LLC
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Distributors LLCBroker
State Registrations1 state
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