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Henderson, NV • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2019-06-24 |
| CA | RA | APPROVED | 2014-01-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virtuoso Wealth Management | Henderson | NV | 11/2013 | Present |
| Kannaway | Henderson | NV | 03/2014 | Present |
Mr. Russo is also a licensed insurance professional. From time to time, Mr. Russo will offer Clients insurance advice or products. Implementations of insurance recommendations are separate and apart from the services provided under the Advisor. Clients should be aware that these services pay a commission or other compensation and involve a potential conflict of interest. VWM always acts in the best interest of each Client; including the sale of commissionable products to a Client. Clients are in no way required to implement insurance recommendations through Mr. Russo. VWM will not charge an ongoing advisory fee on any assets where a commission is earned. Since October 2023, Mr. Russo has sold his book, "Secrets of the Wealthy vs. Secrets of the Broke," through Amazon.com and markets a specialized copyrighted trust book through a distributorship with Benson Financial, LLC, located in Bellaire, TX. These investment-related activities require approximately 10 hours per week. Since 2020, Mr. Russo is a representative of J.E. Lawrence, a claims recovery law firm based in New York. This position is not investment related and Mr. Russo devotes less than 10 hours per month to this activity. Mr. Russo is also involved in other business ventures, including the referral of individuals to CPAs and tax specialists as well as various online businesses he expects to launch in the near future. From time to time, he may offer Clients advice or products from those activities and Clients should be aware that these services may involve a potential conflict of interest. VWM always acts in the best interest of the Client. Clients are in no way required to be involved in the services of Mr. Russo in connection with his outside activities. These activities represent less than 10% of Mr. Russo's business time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-24 |
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