Russell Winthrop has been an investment adviser representative at Wealthcare Investment Partners since July 2018, and is not listed among the firm’s executive officers or direct owners. Russell Winthrop holds a Bachelor of Science in Management from Rhode Island College.
Wealthcare Investment Partners LLC is a Portsmouth, RI firm with $860M under management, 1,853 clients and 5 advisers across 2 offices, as of its August 2026 filing.
Russell F. Winthrop is a Financial Advisor of WealthCare Investment Partners. He joined the firm in July 2018 and focuses on estate, financial, wealth, tax and elder care planning. He started his career in 1995 as a Registered Representative with First Investors Corporation, a Wall Street based investment firm, and later joined LPL Financial as an Investment Advisor.
Russell Winthrop’s longest registration was 15 years at LPL Financial LLC (2003–2018). Before joining Wealthcare Investment Partners in 2018, Russell Winthrop was registered through LPL Financial LLC.
- – present · 8 yearsPortsmouth, RI · Adviser representative · Firm CRD 296475
- LPL Financial LLC– · 15 yearsPortsmouth, RI · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Russell Winthrop is registered as an investment adviser representative in Rhode Island, since July 2018.
- Rhode IslandSince 2 July 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 30 January 2004 |
| Series 65 | Uniform Investment Adviser Law Examination | 10 January 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 June 1995 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 24 May 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Russell Francis Winthrop
- CRD
- 2617564
- Firm
- Wealthcare Investment Partners · CRD 296475
- Office
- 35 DYER STREET, Portsmouth, RI 02871
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 1995
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- wcipllc.com
Where does Russell Winthrop work?
Russell Winthrop is an investment adviser representative registered through Wealthcare Investment Partners LLC since July 2018, and is not listed among the firm’s executive officers or direct owners.
Is Russell Winthrop a financial advisor?
Yes. Russell Winthrop has a current investment-adviser registration in Rhode Island, through Wealthcare Investment Partners since July 2018.
How many years of experience does Russell Winthrop have?
Russell Winthrop has 31 years in the financial industry, since May 1995, across 2 adviser firms.
What exams has Russell Winthrop passed?
Russell Winthrop has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in May 1995. FINRA credited Russell Winthrop with the SIE, which began in October 2018.
Where is Russell Winthrop based?
Russell Winthrop’s registered office is in Portsmouth, RI.
Is Russell Winthrop registered with FINRA?
Yes. Russell Winthrop has a current broker registration, under CRD 2617564.
Source: FINRA BrokerCheck
How can I verify Russell Winthrop’s record?
Search CRD 2617564 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Russell Winthrop’s full registration record.
