Secretary · Bellingham Capital
Kerri H. Russ
CRD 6416017 · Named on Form ADV at one SEC-registered adviser
At a glance
Bellingham Capital, an SEC-registered wealth manager based in Bellingham, WA with $149 million in regulatory assets, lists Kerri H. Russ on its Form ADV as Secretary, a control person.
Firms and roles
- Bellingham CapitalSecretaryWealth manager · Bellingham, WA · $149M in regulatory assets
AtlasMembers
Kerri’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Brian A. SmithPresident & Chief Compliance Officer, Bellingham Capital
- Eric G. PetersenVice President & Treasurer, Bellingham Capital
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kerri’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.