Unclaimed Profile

Gary Nicholas Russell

HELIUM ADVISORS LLC·EVERETT, Washington

SIE, Series 6, Series 7, Series 63, Series 6619 years registeredHELIUM ADVISORS LLC

1910 120TH PL SE, EVERETT, WA 98208CRD# 4196975Firm CRD# 282356

Profile Verification

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

Identity

Gary Nicholas Russell · EVERETT, WA

Registration

CRD #4196975 · HELIUM ADVISORS LLC · 19 years registered

Brand Profile

Not yet started

Career History

HELIUM ADVISORS LLC

Jan 2026 – present

HELIUM ADVISORS LLC

Apr 2016 – Dec 2025

VANCOUVER, WA

CONOVER CAPITAL MANAGEMENT

Oct 2015 – Apr 2016

BELLEVUE, WA

CONOVER SECURITIES CORPORATION

Feb 2013 – Apr 2016

BELLEVUE, WA

CONOVER CAPITAL MANAGEMENT

Aug 2012 – Aug 2015

BELLEVUE, WA

LPL FINANCIAL LLC

Oct 2006 – Sep 2012

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · October 19, 2006

Years registered · 19

Disclosure History

2021Customer Dispute·Withdrawn

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

HELIUM ADVISORS LLC

CRD 282356 · SEC 801-126557

AUM

$276M

Regulatory assets under management

Employees

809 client accounts

Services offered by HELIUM ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HELIUM ADVISORS LLC →

Introduction

Speak with Gary

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gary is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in EVERETT?

Browse all registered financial advisors in EVERETT, Washington or claim this profile if it's yours.

Browse EVERETT Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Gary Nicholas Russell offer?

Gary Nicholas Russell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EVERETT, Washington for a consultation.

What are Gary Nicholas Russell's credentials?

Gary Nicholas Russell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Nicholas Russell located?

Gary Nicholas Russell is based in EVERETT, Washington, working with HELIUM ADVISORS LLC. Their office serves clients in the EVERETT metropolitan area and surrounding communities.

How does Gary Nicholas Russell charge for services?

Gary Nicholas Russell'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 HELIUM ADVISORS LLC?

HELIUM ADVISORS LLC has approximately 11 employees and manages $276M 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 →