Martin Patrick Roche
Financial advisor at Russell Investments · Milwaukee, WI
Last updated 2026-10-10
Claim your profileMartin Patrick Roche is a financial advisor at Russell Investments in Milwaukee, WI, CRD 6299178. Licenses and exams on the registration: Series 66. IAPD registration began 2014-04-25.
Registration
- CRD number
- 6299178
- Registration status
- Active
- IAPD registration
- 2014-04-25
- Industry Experience
- 12 years
- Work Experience
- 11 years
- States registered
- WA, WI
Licenses and exams
- Series 66
Work history
- 2015-10 to Present · Russell Investments · Milwaukee, WI
Current employment
- Russell Investments · Seattle, WA
Russell Investments
- Regulatory AUM
- $68,603,687,893
- Registered advisors
- 73
- Offices
- 42
- Clients per advisor
- 1.0 (Low)
- Average AUM per client
- $952.8M (Very high)
- High-net-worth client ratio
- 0.0% (Low)
Russell Investments: advisors, services and reported ETF investments
About
Martin Patrick Roche is a financial advisor at Russell Investments in Milwaukee, WI. Reported securities licenses include Series 66. The latest record indicates 12 years of industry experience and 11 years of reported work history.
Russell Investments' firm-level Form ADV reports 73 advisors across 42 offices; approximately 1.0 clients per advisor, average assets per client of $952,828,999, and regulatory AUM of $68.6B; client categories including Investment companies, Pooled investment vehicles, Pension and profit-sharing plans, Other investment advisers, Insurance companies; services including Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.
What this firm offers
Filed by Russell Investments on Form ADV.
Client services
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
- Other
Business and affiliations
- Commodity Pool Operator or Trading Advisor
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
100 East Wisconsin Ave, Milwaukee, WI 53202
2 advisors at this office.
Contact
The firm's filed contact details.
Official record
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