AdvisorOS Directory
Claim Profile
MR

Michael Scott Russo

CFM ADVISORS INC·HAUPPAUGE, New York
Unclaimed Profile
1373 VETERANS HIGHWAY, HAUPPAUGE, NY 11788CRD# 4559474Firm CRD# 111581
01

About

Michael Scott Russo is a registered financial advisor based in HAUPPAUGE, New York, affiliated with CFM ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CFM ADVISORS INC
CCG INVESTMENTS
AUM
$1.7B
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CFM ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4559474
Firm CRD# 111581
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HAUPPAUGE?

Browse all registered financial advisors in HAUPPAUGE, New York or claim this profile if it's yours.

Browse HAUPPAUGE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michael Scott Russo offer?
Michael Scott Russo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HAUPPAUGE, New York for a consultation.
What are Michael Scott Russo's credentials?
Michael Scott Russo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Scott Russo located?
Michael Scott 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 Michael Scott Russo charge for services?
Michael Scott 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in HAUPPAUGE
John Charles Gardini — ACP VENTURE CAPITAL MANAGEMENT FUND LLCJohn David Caffrey — CASTLE ASSET MANAGEMENT, LLCDaniel Charles Weber — ROSEMARK ADVISORS, INC.Gary Gettenberg — BENJAMIN SECURITIES, INC.Edward Michael Cahill — PARTNERS CAPITAL SERVICES, INC.
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile