Russell Eriksen has been Chief Compliance Officer and Managing Member of Hilltop Wealth Advisors since April 2016, is a control person of the firm and directly owns between 25% and 50% of it. Russell Eriksen holds a BS in Business Administration from UNC-Chapel Hill and an MBA from UNC-Chapel Hill.
Hilltop Wealth Advisors, LLC is a Chapel Hill, NC firm with $636M under management, 588 clients and 11 advisers in one office, as of its September 2026 filing.
Rusty Eriksen is Partner and Senior Advisor of Hilltop Wealth Advisors. He began his financial advising career in 2003 when he was recruited to work with founding advisor Don Rutledge. Eriksen leads the firm's investment committee, organizing the research process and scouting investment trends.
Russell Eriksen’s longest registration is the current one, 10 years at Hilltop Wealth Advisors since 2016. Before joining Hilltop Wealth Advisors in 2016, Russell Eriksen was registered through Ameriprise Financial Services, Inc.
- Hilltop Wealth Advisors, LLCCurrent– present · 10 yearsChapel Hill, NC · Adviser representative · Firm CRD 283014
- Ameriprise Financial Services, Inc.– · 9 yearsChapel Hill, NC · Adviser representative · Firm CRD 6363
Professional designations
Listed by Hilltop Wealth Advisors
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Chartered Financial Consultant (ChFC®)
- Chartered Advisor for Senior Living (CASL®)
Investment adviser representative registrations
Russell Eriksen is registered as an investment adviser representative in 2 states. Each was approved in April 2016.
- North CarolinaSince 29 April 2016
- TexasSince 29 April 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 5 March 2004 |
| Series 7 | General Securities Representative Examination | 3 February 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Russell Stephen Eriksen
- CRD
- 4750709
- Firm
- Hilltop Wealth Advisors · CRD 283014
- Role
- Chief Compliance Officer and Managing Member
- Office
- 6340 QUADRANGLE DRIVE, SUITE 100, Chapel Hill, NC 27517
- Registration
- Investment adviser registration
- In the industry since
- April 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hilltopwealthadvisors.com
Where does Russell Eriksen work?
Russell Eriksen has been Chief Compliance Officer and Managing Member of Hilltop Wealth Advisors, LLC since April 2016, and is a control person of the firm.
Is Russell Eriksen a financial advisor?
Yes. Russell Eriksen has a current investment-adviser registration in North Carolina and Texas, through Hilltop Wealth Advisors since April 2016.
How many years of experience does Russell Eriksen have?
Russell Eriksen has 19 years in the financial industry, since April 2007, across 2 adviser firms.
What exams has Russell Eriksen passed?
Russell Eriksen has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2004. FINRA credited Russell Eriksen with the SIE, which began in October 2018.
Where is Russell Eriksen based?
Russell Eriksen’s registered office is in Chapel Hill, NC.
Is Russell Eriksen registered with FINRA?
No. Russell Eriksen has no current broker registration.
Is Russell Eriksen a CFP?
Hilltop Wealth Advisors lists Russell Eriksen with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Russell Eriksen’s record?
Search CRD 4750709 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Russell Eriksen’s full registration record.