Unclaimed Profile

Michael Howard Russo

ARGOS WEALTH ADVISORS LLC·NAPA, California

Series 3, Series 7, Series 63, Series 65Clean record19 years registeredARGOS WEALTH ADVISORS LLC

4900 REDWOOD ROAD, NAPA, CA 94558-9555CRD# 1209941Firm CRD# 144481

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Howard Russo · NAPA, CA

Registration

CRD #1209941 · ARGOS WEALTH ADVISORS LLC · 19 years registered

Brand Profile

Not yet started

Career History

ARGOS WEALTH ADVISORS LLC

Jul 2007 – present

PRESIDIO CAPITAL ADVISORS, LLC

Mar 2007 – Apr 2007

SAN FRANCISCO, CA

PRESIDIO WEALTH MANAGEMENT LLC

Mar 2007 – Apr 2007

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · March 30, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARGOS WEALTH ADVISORS LLC

CRD 144481 · SEC 801-68097

AUM

$830M

Regulatory assets under management

Employees

222 client accounts

Services offered by ARGOS WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ARGOS WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Michael Howard Russo offer?

Michael Howard Russo specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in NAPA, California for a consultation.

What are Michael Howard Russo's credentials?

Michael Howard Russo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Howard Russo located?

Michael Howard Russo is based in NAPA, California, working with ARGOS WEALTH ADVISORS LLC. Their office serves clients in the NAPA metropolitan area and surrounding communities.

How does Michael Howard Russo charge for services?

Michael Howard Russo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARGOS WEALTH ADVISORS LLC?

ARGOS WEALTH ADVISORS LLC has approximately 9 employees and manages $830M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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