Gary Nicholas Russell
Investment adviser representative at Helium Advisors LLC
10 yearsExperience
4 statesRegistered in
$233.8MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Helium Advisors LLCApr 2016 to now
- Infinity Financial ServicesJun 2016 to May 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 4 states (CA, NY, TX, WA).
Helium Advisors LLC
$233.8MAssets managed
279Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4196975
- Firm CRD
- 282356