Best Investors Account Sign in
Inactive

Nico Taylor Russo

Stonebridge Financial Group

San Rafael, CA

Claim This Profile
Current Employers
Stonebridge Financial Group

100 Smith Ranch Road, Suite 112, San Rafael, CA 94903 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-02
  • CA RA
    APPROVED
    Since 2026-03-02

Branch Locations

100 Smith Ranch Road, Suite 112, San Rafael, CA 94903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed San Luis Obispo CA 07/2018 09/2018
Sms San Luis Obispo CA 04/2017 09/2017
Cal Poly San Luis Obispo CA 08/2014 07/2018
Axa-Advisors, Llc New York NY 09/2018 06/2020
Equitable Advisors, Llc New York NY 09/2018 03/2026
Stonebridge Financial Group, Llc San Rafael CA 03/2026 Present
  • 07/2018 → 09/2018
    Unemployed
    San Luis Obispo, CA
  • 04/2017 → 09/2017
    Sms
    San Luis Obispo, CA
  • 08/2014 → 07/2018
    Cal Poly
    San Luis Obispo, CA
  • 09/2018 → 06/2020
    Axa-Advisors, Llc
    New York, NY
  • 09/2018 → 03/2026
    Equitable Advisors, Llc
    New York, NY
  • 03/2026 → Present
    Stonebridge Financial Group, Llc
    San Rafael, CA
Previous Registrations
  • 2018-10-30 → 2026-03-04
    Equitable Advisors, Llc
    San Francisco, CA
    San Diego, CA
    San Francisco, CA
    San Francisco, CA
    San Rafael, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-26
  • S66 Uniform Combined State Law Examination
    2018-10-26
Other Names
  • Nico Taylor Russo
  • Nico Jeffrey Taylor Russo

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
HCM WEALTH
O'DONNELL FINANCIAL SERVICES, LLC
MADRONE INVESTMENT ADVISORY, LLC
FIDUCIARY FINANCIAL GROUP, LLC
MORGAN STANLEY
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES

Other Investors

MATTHEW AARON HODUS
KENNETH LAURANZANO
Michael J Heckmann
Alexander Joel Heckmann
Peter Albert Goudy
CATHERINE B CHOI
COLIN Edward Austin WELLS
JEFFREY JAMES WELLS

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAN RAFAEL, CA
HCM WEALTH · SAN RAFAEL, CA
O'DONNELL FINANCIAL SERVICES, LLC · SAN RAFAEL, CA
MADRONE INVESTMENT ADVISORY, LLC · SAN RAFAEL, CA
FIDUCIARY FINANCIAL GROUP, LLC · SAN RAFAEL, CA
MORGAN STANLEY · SAN RAFAEL, CA
INDEPENDENT FINANCIAL GROUP, LLC · San Rafael, CA
EDWARD JONES · San Rafael, CA

More in San Rafael, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor