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Nico Russo is a Financial Advisor extremely passionate about helping people in the music, sports, and entertainment industry accomplish their financial goals through goal-based planning. Coming from a family of athletes and musicians, Nico understands the unique challenges that entertainment industry professionals face. He has developed a process to help his clients navigate the challenging financial landscape of this industry.
He educates and helps his clients implement strategies that involve investment and tax management solutions utilizing a holistic approach. His clients enjoy delegating their financial needs to a professional they trust, so they can live their lives the way they want, stress free.
Nico is originally from San Diego, CA and obtained his Bachelor of Science degree in Business at Cal Poly State University in San Luis Obispo. Nico maintains his Series 7 and 66 FINRA registrations, as well as the Life Accident & Health Insurance licenses. He progressed quickly and became one of few members on the Advisory Panel and the National Leaders Forum.
Nico now lives in San Francisco and enjoys traveling, visiting family, music, golf, and building genuine relationships with his clients.
California Insurance License #0M56150
Check the background of this investment professional on FINRA’s BrokerCheck.
Stonebridge Financial Group’s commitment to providing strategic financial services encompasses every step from the creative design and implementation process to ongoing client support – resulting in an exceptional degree of client service.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Stonebridge Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-5461282 (07/23) (Exp. 07/27)
For New York State Clients: New York State Executive Order | Extension of Grace Period, Waiver of Fees, Extension of Other Contractual Deadlines for hardship related to Covid-19
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