Russell Almstrom has been an investment adviser representative at AAF Wealth Management since July 2025, and is not listed among the firm’s executive officers or direct owners. Russell Almstrom holds a BS in Business Administration and Management from Southern New Hampshire University.
Aaf Wealth Management, LLC is a Westborough, MA firm with $728M under management, 293 clients and 6 advisers in one office, as of its March 2026 filing.
Russell Almstrom is Associate Wealth Advisor of AAF Wealth Management. He supports the firm's senior wealth advisors in delivering financial planning. He gathers and organizes client data, analyzes financial records and builds custom financial models, and prepares reports, retirement projections, investment research and asset allocation models.
Russell Almstrom’s longest registration was 5 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2019–2025). Before joining AAF Wealth Management in 2025, Russell Almstrom was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Aaf Wealth Management, LLCCurrent– present · 1 yearWestborough, MA · Adviser representative · Firm CRD 164646
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 5 yearsConcord, MA · Adviser representative · Firm CRD 7691
Professional designations
Listed by AAF Wealth Management
- Chartered Retirement Planning Counselor (CRPC®)
Investment adviser representative registrations
Russell Almstrom is registered as an investment adviser representative in Massachusetts, since July 2025.
- MassachusettsSince 15 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 31 October 2019 |
| Series 7TO | General Securities Representative Examination | 27 September 2019 |
| SIE | Securities Industry Essentials Examination | 26 August 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Russell Christian Almstrom
- CRD
- 7158155
- Firm
- AAF Wealth Management · CRD 164646
- Office
- 50 WASHINGTON STREET, Westborough, MA 01581
- Registration
- Investment adviser registration
- In the industry since
- January 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aafwealthmanagement.com
Where does Russell Almstrom work?
Russell Almstrom is an investment adviser representative registered through Aaf Wealth Management, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Russell Almstrom a financial advisor?
Yes. Russell Almstrom has a current investment-adviser registration in Massachusetts, through AAF Wealth Management since July 2025.
How many years of experience does Russell Almstrom have?
Russell Almstrom has 6 years in the financial industry, since January 2020, across 2 adviser firms.
What exams has Russell Almstrom passed?
Russell Almstrom has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in August 2019.
Where did Russell Almstrom work before AAF Wealth Management?
Before AAF Wealth Management, Russell Almstrom was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, November 2019 to April 2025.
Where is Russell Almstrom based?
Russell Almstrom’s registered office is in Westborough, MA.
Is Russell Almstrom registered with FINRA?
No. Russell Almstrom has no current broker registration.
How can I verify Russell Almstrom’s record?
Search CRD 7158155 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Russell Almstrom’s full registration record.
