Daniel Patton Russell
Investment Adviser Representative at Naviter Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Patton Russell is an investment adviser representative with Naviter Wealth, LLC in Little Rock, AR, where they have been registered since 2021. They have worked in the securities industry since 2018 and were previously registered with Stephens. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Arkansas.
Office
Advisors at this office: 14
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arkansas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Stephens Inc.Feb 2015 – Jan 2018Little Rock, AR
- Stephens Inc.Jan 2018 – Jul 2018Little Rock, AR
- Stephens Inc.Jul 2018 – Jan 2021Little Rock, AR
- Naviter Wealth LLCJan 2021 – no end date reportedLittle Rock, AR
- Purshe Kaplan Sterling InvestmentsJan 2021 – Sep 2022Albany, NY
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Naviter Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Bespoke wealth management including asset management, legacy planning, estate planning, and family office services, provided directly or through a carefully identified network of service providers, with the ability to work alongside clients' existing advisors.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 16
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Little Rock, AR
- SEC file number:
- 801-120077
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 4, 2026
View full firm profileOther advisors at Naviter Wealth, LLC
Showing 12 of 16 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Patton Russell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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