Kerri Russ has been Secretary of Bellingham Capital Management since July 2016, is a control person of the firm and directly owns between 25% and 50% of it.
Bellingham Capital Management, Inc. is a Bellingham, WA firm with $149M under management, 252 clients and 4 advisers across 2 offices, as of its August 2026 filing.
Investment adviser representative registrations
Kerri Russ is registered as an investment adviser representative in 2 states. Each was approved in November 2024.
- TexasSince 19 November 2024
- WashingtonSince 19 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 March 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kerri Hargrove Russ
- CRD
- 6416017
- Firm
- Bellingham Capital Management · CRD 151684
- Role
- Secretary
- Office
- Mabank, TX
- Registration
- Investment adviser registration
- In the industry since
- December 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Kerri Russ work?
Kerri Russ has been Secretary of Bellingham Capital Management, Inc. since July 2016, and is a control person of the firm.
Is Kerri Russ a financial advisor?
Yes. Kerri Russ has a current investment-adviser registration in Texas and Washington, through Bellingham Capital Management since November 2024.
How many years of experience does Kerri Russ have?
Kerri Russ has 11 years in the financial industry, since December 2014, across 1 adviser firm.
What exams has Kerri Russ passed?
Kerri Russ passed the Series 65 in March 2013.
Where is Kerri Russ based?
Kerri Russ’ registered office is in Mabank, TX.
Is Kerri Russ registered with FINRA?
No. Kerri Russ has no current broker registration.
How can I verify Kerri Russ’ record?
Search CRD 6416017 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kerri Russ’ full registration record.