SL
Shelby Lynne Russell
CRD 5465869
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Strategy, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Strategy, Inc.
Vice President And Chief Compliance Officer · 50% – 75% · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗