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Louis Anthony Russo

CFM ADVISORS INC·HAUPPAUGE, New York
SIE, Series 1, Series 7TO, Series 26Clean recordCFM ADVISORS INC
1373 VETERANS HIGHWAY, HAUPPAUGE, NY 11788CRD# 407796Firm CRD# 111581

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Louis Anthony Russo · HAUPPAUGE, NY
Registration
CRD #407796 · CFM ADVISORS INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 7TO
Series 26
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CFM ADVISORS INC
CRD 111581 · SEC 801-56891
AUM
$1.7B
Regulatory assets under management
Employees
5
1,484 client accounts
Services offered by CFM ADVISORS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CFM ADVISORS INC →
Introduction

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Frequently Asked Questions

What services does Louis Anthony Russo offer?
Louis Anthony Russo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HAUPPAUGE, New York for a consultation.
What are Louis Anthony Russo's credentials?
Louis Anthony Russo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Louis Anthony Russo located?
Louis Anthony Russo is based in HAUPPAUGE, New York, working with CFM ADVISORS INC. Their office serves clients in the HAUPPAUGE metropolitan area and surrounding communities.
How does Louis Anthony Russo charge for services?
Louis Anthony Russo's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CFM ADVISORS INC?
CFM ADVISORS INC has approximately 5 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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John Romano
HAUPPAUGE, NY

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