Nico Russo has been an investment adviser representative at Stonebridge Financial Group since March 2026, and is not listed among the firm’s executive officers or direct owners.
Stonebridge Financial Group, LLC is a San Rafael, CA firm with $896M under management, 951 clients and 12 advisers across 3 offices, as of its August 2026 filing.
Nico Russo’s longest registration was 7 years at Equitable Advisors, LLC (2018–2026). Before joining Stonebridge Financial Group in 2026, Nico Russo was registered through Equitable Advisors, LLC.
- Stonebridge Financial GroupCurrent– present · under a yearSan Rafael, CA · Adviser representative · Firm CRD 340200
- Equitable Advisors, LLC– · 7 yearsSan Rafael, CA · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Nico Russo is registered as an investment adviser representative in California, since March 2026.
- CaliforniaSince 2 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 26 October 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 19 September 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Nico Taylor Russo
- CRD
- 6982505
- Firm
- Stonebridge Financial Group · CRD 340200
- Office
- 100 SMITH RANCH ROAD, SUITE 112, San Rafael, CA 94903
- Registration
- Investment adviser registration
- In the industry since
- September 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Nico Russo work?
Nico Russo is an investment adviser representative registered through Stonebridge Financial Group, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Nico Russo a financial advisor?
Yes. Nico Russo has a current investment-adviser registration in California, through Stonebridge Financial Group since March 2026.
How many years of experience does Nico Russo have?
Nico Russo has 8 years in the financial industry, since September 2018, across 2 adviser firms.
What exams has Nico Russo passed?
Nico Russo has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2018. FINRA credited Nico Russo with the SIE, which began in October 2018.
Where is Nico Russo based?
Nico Russo’s registered office is in San Rafael, CA.
Is Nico Russo registered with FINRA?
No. Nico Russo has no current broker registration.
How can I verify Nico Russo’s record?
Search CRD 6982505 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nico Russo’s full registration record.
