Mary Russell has been an investment adviser representative at Sage Rhino Capital since February 2020, and is not listed among the firm’s executive officers or direct owners.
Sage Rhino Capital LLC is a Menlo Park, CA firm with $884M under management, 196 clients and 4 advisers in one office, as of its March 2026 filing.
Mary Russell’s longest registration is the current one, 7 years at Werba Rubin Papier Wealth Management, LLC since 2019.
- Sage Rhino Capital LLCCurrent– present · 6 yearsPalo Alto, CA · Adviser representative · Firm CRD 290148
- Werba Rubin Papier Wealth Management, LLCAlso current– present · 7 yearsPalo Alto, CA · Adviser representative · Firm CRD 139237
Investment adviser representative registrations
Mary Russell is registered as an investment adviser representative in California, as a resident of California, since September 2019.
- CaliforniaResidentSince 5 September 2019
Examinations
No examinations are on Mary Russell’s record.
- CRD
- 7154392
- Firm
- Sage Rhino Capital · CRD 290148
- Office
- 125 University Avenue, Suite 215, Palo Alto, CA 94301
- Registration
- Investment adviser registration
- In the industry since
- September 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Mary Russell work?
Mary Russell is an investment adviser representative registered through Sage Rhino Capital LLC since February 2020, and is not listed among the firm’s executive officers or direct owners.
Is Mary Russell a financial advisor?
Yes. Mary Russell has a current investment-adviser registration in California, through Sage Rhino Capital since February 2020.
How many years of experience does Mary Russell have?
Mary Russell has 7 years in the financial industry, since September 2019, across 2 adviser firms.
Where is Mary Russell based?
Mary Russell’s registered office is in Palo Alto, CA.
Is Mary Russell registered with FINRA?
No. Mary Russell has no current broker registration.
How can I verify Mary Russell’s record?
Search CRD 7154392 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mary Russell’s full registration record.