Investment adviser representative · Portside Wealth Group, LLC
Russell E. Slack
CRD 6739839 · Idaho Falls, ID
At a glance
Russell E. Slack is an investment adviser representative with Portside Wealth Group, LLC in Idaho Falls, ID, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Russell’s SEC record dates to 2017, about 9 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Portside Wealth Group, LLCSince June 2025Idaho Falls, ID · $1.4B in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- 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
- 2 firmsLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
More at Portside Wealth Group, LLC
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- Ryan BassBrookyn
- Megan N. BensonTwin Falls
- Kent W. BinningProvo
- Kurt H. BrownProvo
- Bret P. BryceProvo
- Jacob P. CazierProvo
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