Charles Michael Russo

Employer firm

Classic Financial CRD 120228

$152M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2000 → Present
  Classic Financial & Insurance Services, Inc.
  Westlake Village, CA

Previous Registrations

• 2015-12-25 → 2018-12-11
  Classic Financial & Investment Services, Inc.
  Westlake Village, CA
  Niwot, CO

Other Businesses

Independent insurance agent; investment related; CA; started 2000; approximately 10% of his time is spent in this business.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-17
• S63 Uniform Securities Agent State Law Examination
  1991-04-29

Designations

• Certified Financial Planner

Other Names

• Charles Michael Russo