Investment adviser representative · Ati Wealth Partners, LLC
Russell R. Robertson
CRD 5889672 · New Castle, NH
At a glance
Russell R. Robertson is an investment adviser representative with Ati Wealth Partners, LLC in New Castle, NH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Russell’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Ati Wealth Partners, LLCSince March 2016New Castle, NH · State-registered or not in the SEC’s list
- J. Murphy Asset And Tax ManagementSince March 2022New Castle, NH · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 7 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Russell’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.