Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66, Series 63
Experience Industry experience
13 years
Location
Saint John, FL
Empower Advisory Group
Enterprise
Russell Bilsky is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Empower Advisory Group, he worked at firms including Fidelity Investments and Charles Schwab & Co., Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
Based on Empower Advisory Group
Based on Empower Advisory Group
One-time fees: $199, $299, $399, or $499 depending on enrollment and plan; Monthly subscription fees: $15 or $29 depending on enrollment
Monthly subscription fees of $15 or $29 depending on enrollment; One-time fees as noted above
Saint John, FL
Saint John FL
Advisors at this office
1
Florida
13 years of industry experience
Empower Advisory Group
2026 - Present • 1 year
Greenwood Village, CO
Empower Financial Services Inc
2026 - Present • 1 year
Greenwood Village, CO
Fidelity Investments
2020 - 2026 • 6 years
Jacksonville, FL
Duke Energy Corporation
2019 - 2020 • 1 year
Orlando, FL
Wyndham Destinations
2019 - 2019 • 1 year
Orlando, FL
unemployed
2019 - 2019 • 1 year
Orlando, FL
Alight Solutions
2018 - 2019 • 1 year
Orlando, FL
HP One
2018 - 2018 • 1 year
Lake Mary, FL
unemployed
2018 - 2018 • 1 year
Orlando, FL
Charles Schwab & Co., Inc.
2017 - 2018 • 1 year
Orlando, FL
Unemployed
2017 - 2017 • 1 year
Orlando, FL
Voya Financial Partners, LLC
2015 - 2016 • 1 year
Jacksonville, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Saint John, FL
Capco Asset Management, LLC
James Welch III is a financial advisor at Capco Asset Management, LLC with a Series 65 designation and one year of industry experience. Before joining Capco, he worked at several firms including MetaMetrics, Verint Systems, Cogito Corp., Availity, and Web.com. Capco Asset Management is a small team adviser providing discretionary portfolio management to individuals, including high-net-worth clients, and to pooled investment vehicles through a private investment partnership. The firm focuses on concentrated investments primarily in public equities, selected based on business quality, management quality, and valuation, while maintaining a broad investment approach.
Series 63, Series 66
Midway, FL
Charles Schwab
Thomas Wang is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Charles Schwab Bank SSB, Charles Schwab and Co., Inc., TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining centralized operational support with access to alternative investments and a multi-asset model portfolio approach.
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