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Max Russo

Accuvest Global Advisors, Inc.

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About Max Russo

Max Russo is an investment advisor representative with Accuvest Global Advisors, Inc., based in Provo, Utah. Max is registered to provide investment advice in all 50 states and the District of Columbia. Max specializes in providing investment advice to individuals, investment companies, and other advisors. Max holds Series 7TO, Series 66, and SIE licenses.

Firm Information

Max Russo is currently registered with Accuvest Global Advisors, Inc.. Accuvest Global Advisors, Inc. is an investment advisor registered with the SEC, headquartered in Provo, Utah. They provide advisory services to individuals, investment companies, other investment advisors, and corporations. The firm manages approximately $517.95 million in assets for 310 clients. They offer portfolio management for individuals, investment companies, and other investment advisors. They also offer research and consulting services for other advisors.
Accuvest Global Advisors, Inc.

3575 N. 100 E.

PROVO, UT 84604

$517.95M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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research & consulting for other advisers

Research & consulting for other advisers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Max Russo’s Registration & Firm History

UT

12/05/2024 - Present

Accuvest Global Advisors, Inc. (PROVO UT)

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Licenses & Designations

BOTH

Issued 01/05/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/01/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/20/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Max Russo.
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