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Russell Owen

3 Years of Experience
New Smyrna Beach, FL

Russell Owen is a registered investment advisor at Gray Lake Advisors, based in New Smyrna Beach, FL, with 3 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$262K
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Location

New Smyrna Beach, FL

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Russell is a managing partner in RK Owen LLC, a land holding company, but spends no time on it. He also works as a Director at Spaulding Ridge, a higher education software consulting firm, dedicating about half his time to client acquisition and retention.

Employment History
Current Registrations
Gray Lake Advisors
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Gray Lake Advisors
October 2024 - December 2024 · 2 mos
Blackridge Asset Management, LLC
October 2023 - August 2024 · 10 mos
Peak Brokerage Services, LLCBroker
October 2023 - August 2024 · 10 mos
Edward Jones
January 2021 - April 2022 · 1 yr 3 mos
Edward JonesBroker
January 2021 - April 2022 · 1 yr 3 mos
State Registrations1 state
FL
Advisor

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.
Russell Owen - Financial Advisor | TrueAdvisor