Dean Russell has been an investment adviser representative at Sandro Wealth Management since March 2025, and is not listed among the firm’s executive officers or direct owners.
Sandro Wealth Management LLC is a Fairfield, NJ firm with $228M under management, 55 clients and 11 advisers across 6 offices, as of its August 2026 filing.
Dean Russell’s longest registration was 18 years at Symphonic Financial Advisors LLC (2005–2024). Before joining Sandro Wealth Management in 2025, Dean Russell was registered through Cambridge Investment Research Advisors, Inc. and Symphonic Financial Advisors LLC.
- Sandro Wealth Management LLCCurrent– present · 1 yearParkville, MO · Adviser representative · Firm CRD 332113
- Cambridge Investment Research Advisors, Inc.– · 1 yearParkville, MO · Adviser representative · Firm CRD 134139
- Symphonic Financial Advisors LLC– · 18 yearsNew York, NY · Adviser representative · Firm CRD 135603
- Waddell & Reed, Inc.– · 8 yearsIndependence, MO · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Dean Russell is registered as an investment adviser representative in Missouri, since March 2025.
- MissouriSince 12 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 7 November 1994 |
| Series 7 | General Securities Representative Examination | 15 March 1986 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 August 1985 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 August 1985 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Dean Thomas Russell
- CRD
- 1396060
- Firm
- Sandro Wealth Management · CRD 332113
- Office
- Parkville, MO
- Registration
- Investment adviser registration
- In the industry since
- September 1985
- Disciplinary history
- Not yet shown here · SEC record
Where does Dean Russell work?
Dean Russell is an investment adviser representative registered through Sandro Wealth Management LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Dean Russell a financial advisor?
Yes. Dean Russell has a current investment-adviser registration in Missouri, through Sandro Wealth Management since March 2025.
How many years of experience does Dean Russell have?
Dean Russell has 41 years in the financial industry, since September 1985, across 4 adviser firms.
What exams has Dean Russell passed?
Dean Russell has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 24. The earliest, the Series 63, was passed in August 1985. FINRA credited Dean Russell with the SIE, which began in October 2018.
Where did Dean Russell work before Sandro Wealth Management?
Before Sandro Wealth Management, Dean Russell was registered through Symphonic Financial Advisors LLC, October 2005 to January 2024; Waddell & Reed, Inc., May 1997 to September 2005.
Where is Dean Russell based?
Dean Russell’s registered office is in Parkville, MO.
Is Dean Russell registered with FINRA?
No. Dean Russell has no current broker registration.
How can I verify Dean Russell’s record?
Search CRD 1396060 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dean Russell’s full registration record.
