Max Russo
Investment adviser representative at Accuvest Global Advisors, Inc.
14 yearsExperience
1 stateRegistered in
$630.5MFirm assets
18 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Accuvest Global Advisors, Inc.Dec 2024 to now
- Wells Fargo Clearing ServicesSep 2023 to Nov 2024
- US Tech SolutionsSep 2023 to Jan 2024
- Riverton MusicAug 2023 to Sep 2023
- UnemployedJan 2023 to Aug 2023
- Goldman SachsApr 2022 to Jan 2023
- Mu SigmaAug 2018 to Mar 2022
- Earthen LandscapingMay 2018 to Aug 2018
- Nbt Bancorp, Inc.May 2017 to Aug 2017
- Weis MarketsAug 2016 to May 2017
- Broome County GovernmentAug 2016 to Dec 2016
- State University of New York At BinghamtonSep 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (UT).
Accuvest Global Advisors, Inc.
$630.5MAssets managed
65Clients
5Advisers
18 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
- 7538721
- Firm CRD
- 134096