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Michael Howard Russo

Argos Wealth Advisors LLC

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About Michael Howard Russo

Michael Russo is a financial advisor at Argos Wealth Advisors LLC. Michael has been a registered investment advisor since 2007. Michael has been active in the financial industry for over 30 years and has a variety of experience in various investment sectors. Michael's primary focus is on portfolio management for individuals, families and pooled investment vehicles.

Firm Information

Michael Russo is currently registered with Argos Wealth Advisors LLC. Argos Wealth Advisors LLC is an investment advisor headquartered in . The firm, which was formed , manages over $829,849,450 in client assets, primarily for high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. The firm's investment advisory services include financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Argos Wealth Advisors LLC is registered with the SEC and has a SEC number of 801-68097.

$829.85M

Assets Under Management

Not reported

Total Clients

6

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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.

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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Michael Russo’s Registration & Firm History

CA

02/16/2018 - Present

Argos Wealth Advisors LLC (SAN FRANCISCO CA)

CA

03/23/2007 - 04/23/2007

PRESIDIO CAPITAL ADVISORS, LLC (SAN FRANCISCO CA)

NY

08/21/2001 - 01/28/2003

C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP) (NEW YORK NY)

NY

10/01/1997 - 08/20/2001

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

CA

03/29/1993 - 10/01/1997

MONTGOMERY SECURITIES (SAN FRANCISCO CA)

NY

12/21/1983 - 03/30/1993

CS FIRST BOSTON CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/05/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/28/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/13/1993

Series 3 - National Commodity Futures Examination

BC

Issued 12/17/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Howard Russo.
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