VETTED

Russell Meccia

CPFA
Ramapo Wealth Advisors, Affiliated with Steward Partners
Russell Meccia
Tel: 551-404-4556 500 N Franklin Turnpike Suite 322 Ramsey, NJ 07446
About Russell Meccia
Russell Meccia is a Wealth Advisor and Partner at Ramapo Wealth Advisors. He has over 15 years of experience in financial services. Prior to joining the firm, Russell was an Assistant Vice President at Wells Fargo, holding Series 7 and 66 securities licenses along with his life insurance license. Beginning at Wells Fargo as a branch manager and then transitioning to the Senior Branch Premier Banker, Russell focused on building client relationships and providing investment and advisory services to individuals and businesses with his team at Wells Fargo Advisors. While partnering with colleagues in the Private Bank he gained experience in portfolio management and custom credit lines.

Prior to starting his career in financial services, Russell gained additional work and life experiences working in the restaurant business. He was a manager of a fine dining restaurant in Bergen County for 6 years. He also worked at a waterfront seafood restaurant in the Outer Banks of North Carolina for a few seasons. With this diverse background, Russell has dedicated his career to serve his clients by taking a detailed approach to understanding his clients priorities and long-term goals.

Russell graduated from Coastal Carolina University with a BA in Political Science and Economics. He resides in Hackensack, NJ with his wife Erin and two young boys RJ & Max. Russell enjoys spending time together with his wife tending to their vegetable garden. He also stays active by jogging and continues to play baseball and softball. Russell also relishes boating and surfing while at the beach with family and friends.
About Ramapo Wealth Advisors, Affiliated with Steward Partners
Ramapo Wealth Advisors, Affiliated with Steward Partners, was established with the mission of delivering the highest quality personalized planning advice and investment solutions to each of our clients. Everyone at our firm are partners dedicated to exceeding the expectations of our clients. Our firm is built with a focus on integrity, culture and partnership. Our focus is always on our clients and their needs. We help people make sound financial decisions and durable plans that will last through major life events and grow with them over the years. We aim to educate our clients on choices available and provide them with a variety of solutions tailored to their goals and personalities.
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General Information
States Licensed in:

NJ, NY

Communities served:

Northern NJ & Rockland County NY

Number of Years with Current Firm:

4

Work with the following types of clients:

Businesses, Non-Profit Organizations, Individual Investors

Advisory Services Provided:

Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning

Qualifications & Memberships
Insurance and Annuity Licenses:

Annuity, Variable Life, Long Term Care, Variable Annuity, Life

Services
Investment Types:

Insurance, Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Can meet clients in the following ways:

Your Office, Video Conference, Our Offices, Your Home, Our Office, Phone, Email

Compensation and Fees
Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$250,000

Compensation Methods:

Based on Assets

Firm Information
Assets Managed by Firm:

$500,000,000

Advisor's Number of Clients:

100

Total Assets Under Management by Advisor:

70000

Preferred meeting methods
I provide a free initial consultation:

Yes

15 Years of Experience
Compliance
Registered Investment AdvisorYes
Registered RepresentativeYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
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