Joshua Russ has been an investment adviser representative at Dew Wealth Management since February 2025, and is not listed among the firm’s executive officers or direct owners. Joshua Russ studied Double major in Business Administration and Mathematics at Barton College.
Dew Wealth Management, LLC is a Scottsdale, AZ firm with $465M under management, 246 clients and 24 advisers across 17 offices, as of its September 2026 filing.
Seth Russ is an Advisor of Dew Wealth Management. He has experience from owning a financial coaching company and from working with a small RIA firm.
Joshua Russ’ longest registration was 2 years at Financial Serenity, LLC (2022–2025). Before joining Dew Wealth Management in 2025, Joshua Russ was registered through Financial Serenity, LLC and GWN Securities Inc.
- Dew Wealth ManagementCurrent– present · 1 yearPink Hill, NC · Adviser representative · Firm CRD 114148
- Financial Serenity, LLC– · 2 yearsPink Hill, NC · Adviser representative · Firm CRD 321853
- GWN Securities Inc.– · under a yearJacksonville, NC · Adviser representative · Firm CRD 128929
Professional designations
Listed by Dew Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Joshua Russ is registered as an investment adviser representative in 2 states. Each was approved in February 2025.
- North CarolinaSince 18 February 2025
- TexasSince 18 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 27 April 2022 |
| Series 7TO | General Securities Representative Examination | 21 March 2022 |
| SIE | Securities Industry Essentials Examination | 30 December 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Joshua Seth Russ
- CRD
- 7517280
- Firm
- Dew Wealth Management · CRD 114148
- Office
- Pink Hill, NC
- Registration
- Investment adviser registration
- In the industry since
- May 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dewwealth.com
Where does Joshua Russ work?
Joshua Russ is an investment adviser representative registered through Dew Wealth Management, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Russ a financial advisor?
Yes. Joshua Russ has a current investment-adviser registration in North Carolina and Texas, through Dew Wealth Management since February 2025.
How many years of experience does Joshua Russ have?
Joshua Russ has 4 years in the financial industry, since May 2022, across 3 adviser firms.
What exams has Joshua Russ passed?
Joshua Russ has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in December 2021.
Where did Joshua Russ work before Dew Wealth Management?
Before Dew Wealth Management, Joshua Russ was registered through Financial Serenity, LLC, July 2022 to January 2025; GWN Securities Inc., April 2022 to June 2022.
Where is Joshua Russ based?
Joshua Russ’ registered office is in Pink Hill, NC.
Is Joshua Russ registered with FINRA?
No. Joshua Russ has no current broker registration.
Is Joshua Russ a CFP?
Dew Wealth Management lists Joshua Russ with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Joshua Russ’ record?
Search CRD 7517280 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Russ’ full registration record.
