Category Archives: Personal

About Russell

Russell Bailyn is a Wealth Manager with Premier Financial Advisors, Inc., an independent financial planning and investment advisory firm located in Manhattan. Mr. Bailyn is also a registered representative with First Allied Securities, Inc., a FINRA/SIPC member broker/dealer firm. Mr. Bailyn holds series 7, 63, and 65 licenses along with his Life, Accident, and Health Insurance License. He is currently sitting for the Certified Financial Planner (CFP) designation.
Mr. Bailyn is the author of Navigating the Financial Blogosphere, a personal finance book published by John Wiley & Sons in September, 2007. The book is based on his highly trafficked financial planning blog and addresses commonly asked personal finance questions. The book is available in Barnes & Noble and Borders bookstores in the United States, Canada, and the UK, and on Mr. Bailyn also writes a personal finance column for the New York Law Journal.
Mr. Bailyn specializes in low-cost portfolio construction, 401k rollovers, and detailed personal financial analysis. His ideas and opinions have been featured in countless publications including Investor’s Business Daily, Wealth Manager Magazine,,,, Consumer Reports, Seeking Alpha, AM New York, Financial Advisor Magazine, The Journal of Financial Planning, and many others. His professional affiliations include The Author’s Guild and The Financial Planning Association. Mr. Bailyn holds a Bachelor of Science degree from New York University.
He can be reached via e-mail or by calling (212) 752-4343 *31


Navigating the Financial Blogosphere (John Wiley & Sons: September, 2007)
Magazine & Journal Features
Financial Advisor Magazine: “More Lawsuits Expected in Spitzer Probe” — 7/07/2006
Financial Planning Magazine: “Cyber Socializing” — 10/01/2007
Registered Rep Magazine: “Marketing: Blogger Branding” — 9/1/2008
Wealth Manager Magazine: “Discovering New Ways to Work With Clients” 10/01/2006
Private Wealth Journal: “Fulfilling Dreams” — 09/2008
Online Publication Features “In Case of Emergency, Withdraw Here” — 08/18/2008 “Indexes: ETFs’ Heroes” — 7/07/2007 “Blog This” — 11/17/2006 “Making an Inverse Move” — 10/03/2006
Newspaper Coverage
New York Law Journal: “Money Matters” Columnist (Present) — First feature 1/16/2009
Investor’s Business Daily: “Some Retiring Thoughts” — 10/16/2007
AM New York: “Surviving a Money Meltdown” — December 18th, 2007
Great Neck News: “South High Alum Publishes book” — October 19th, 2007
Great Neck Record: “People in the News” — 10/18/2007
Other Contributing Author (Present) Podcast on “Navigating the Financial Blogosphere” 03/21/2007 “Salary Stories” 09/04/2007
McGraw Glencoe Textbook: “Financial Advisors” 11/6/2007
New York University Steinhardt Class Notes: “Bailyn Authors New Book.” Spring, 2008


Products and Services Offered to Clients

This page covers a list of services clients often contact us for. In most cases, we provide comprehensive financial planning centered around investment management. As a Registered Investment Advisor (RIA) which is also affiliated with a broker/dealer, we are able to focus primarily on fee-based asset management but also offer insurance products which are often crucial to a well-rounded financial plan. This also allows us to be a one-stop firm which can handle most aspects of your financial life, ranging from investment management to taxes and estate planning.

Fee-based asset management:

our management fees range from 1 – 2% per year depending on the level of assets, trading frequency, and range of products used.

Fee-only financial planning:

We are able to analyze the totality of your financial life and produce a written recommendation about where you may be able to improve. The charge for this service is $500. In cases where we are retained to review a retirement plan, insurance contract, or other financial planning matter, our hourly fee is $175.


Part of most financial plans is making sure you properly insure against risk. We are able to provide income insurance products such as fixed and variable annuities and life insurance products including term, whole-life, and universal coverage.

Retirement Plans:

We can help you compare and implement the right retirement plan for you or your business, whether a simple IRA or Roth IRA, a defined contribution plan (401k, 403b), profit-sharing plan, defined-benefit plan or pretty much any other deferred compensation plan. Please contact us to discuss your individual needs.
Our broker dealer, First Allied Securities, provides our clients with access to a broad array of investment products including:

  • NYSE Listed Stocks
  • NASDAQ Over the Counter
  • Foreign Stocks
  • Mutual Funds
  • Initial Public Offerings (IPOs)
  • Margin Accounts
  • Employee Stock Option Plans (ESOPs)
  • Options (Calls, Puts, etc)
  • Bonds (Municipal, Corporate, Treasury, etc)
  • Certificates of Deposit (CDs)
  • Structured Note Securities
  • Preferred Debt
  • Unit Investment Trusts
  • Insurance (Fixed/Variable Annuities)
  • Insurance (Term/Variable/Universal/Whole Life)
  • Insurance (Disability/Long-Term Care)

Thanks for visiting and feel free to contact Russell Bailyn at 212-752-4343 for further information.

Securities and certain investment advisory services offered through: First Allied Securities, Inc., a registered Broker/Dealer. Member: FINRA/SIPC. Premier Financial Advisors, Inc. is a Registered Investment Advisor. First Allied Securities & Premier Financial Advisors are not affiliated entities.