Russell Meccia

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About Russell Meccia

Russell Meccia is a Wealth Advisor and Partner at Ramapo Wealth Advisors. He has over 15 years of experience in financial services. Prior to joining the firm, Russell was an Assistant Vice President at Wells Fargo, holding Series 7 and 66 securities licenses along with his life insurance license. Beginning at Wells Fargo as a branch manager and then transitioning to the Senior Branch Premier Banker, Russell focused on building client relationships and providing investment and advisory services to individuals and businesses with his team at Wells Fargo Advisors. While partnering with colleagues in the Private Bank he gained experience in portfolio management and custom credit lines.

Prior to starting his career in financial services, Russell gained additional work and life experiences working in the restaurant business. He was a manager of a fine dining restaurant in Bergen County for 6 years. He also worked at a waterfront seafood restaurant in the Outer Banks of North Carolina for a few seasons. With this diverse background, Russell has dedicated his career to serve his clients by taking a detailed approach to understanding his clients priorities and long-term goals.

Russell graduated from Coastal Carolina University with a BA in Political Science and Economics. He resides in Hackensack, NJ with his wife Erin and two young boys RJ & Max. Russell enjoys spending time together with his wife tending to their vegetable garden. He also stays active by jogging and continues to play baseball and softball. Russell also relishes boating and surfing while at the beach with family and friends.

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General Information

CRD#

7002037

Firm CRD#

283004

States Licensed in

NJ , NY

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Non-Profit Organizations, Individual Investors

Advisory Services Provided

Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CPFA

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Annuity, Variable Life, Long Term Care, Variable Annuity, Life

Firm Information

Assets Managed by Firm

$500,000,000

Advisor's Number of Clients

Total Assets Under Management by Advisor

70000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER", and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements.

Life insurance, disability income insurance, and long-term care insurance are offered through Steward Partners Investment Solutions, LLC's licensed insurance agency affiliates.

Securities are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (SPIA), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.

Representatives of Ramapo Wealth Advisors are registered with and provide securities and/or advisory services through Steward Partners.

Additional Detailed Disclosures
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Paladin Research Report For:

Ramapo Wealth Advisors, Affiliated with Steward Partners