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Russell M

Series 65

Tampa, FL

AE Wealth Management, LLC

Russell Mercier is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and has prior experience at Fisher Investments and Big Financial Services LLC. Mercier is also active as an insurance agent with Trident Retirement Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and ERISA plan sponsors. The firm manages approximately $49.8 billion through model portfolio and direct asset management programs, emphasizing standardized model and platform services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Chester B

Series 65

Tampa, FL

AE Wealth Management, LLC

Chester Blackmon is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Trident Retirement Group, Horter Investment Management, Big Financial Services, and Accurate Advisory. Outside of his advisory role, he is the owner of Trident Retirement Group, which involves insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining various model portfolios and discretionary management, supporting advisors with internal consulting and model licensing programs.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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