TrueAdvisor
TrueAdvisor
JR
CFP
JR
CFP

Joshua Seth Russ

Dew Wealth Management
3 Years of Experience
May Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningEstate PlanningInsurance PlanningTax PlanningInvestment ManagementBusiness OwnersHigh Net Worth
Dew Wealth Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
176 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$361.9M

Fee Structure

Financial Planning:Investment management only

Location

Pink Hill, NC

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Dew Wealth Management
February 2025 - Present · 1 yr
Previous Registrations
Financial Serenity, LLC
July 2022 - January 2025 · 2 yrs 6 mos
Gwn Securities INC.
April 2022 - June 2022 · 2 mos
Gwn Securities INC.Broker
March 2022 - June 2022 · 3 mos
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.