Cole Financial Advisors
44yrs
Top advisor by experience in Provo
3yrs
Max Russo
Financial advisor at Accuvest Global Advisors
Based in Provo, Utah, Max Russo is a fiduciary financial advisor with 3 years of industry experience. Max has been with Accuvest Global Advisors since 2024; before that, Max spent a year at Wells Fargo Advisors. Accuvest Global Advisors offers investment management and selecting outside investment managers and is paid through a percentage of assets, flat fees, and performance-based fees.
One of 154 advisors with offices in Provo, and one of 151 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office3575 N. 100 E. Suite 350, Provo, UT 84604
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$1.51 million
Advisors at the firm5
States licensed ?1 state
Services through Accuvest Global Advisors
Investment management for individuals and small businessesManaging mutual fundsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Dec 2024 – nowAccuvest Global Advisors, Inc.Current firm
- Jan 2024 – Dec 2024Wells Fargo Clearing Services, LLCPreviously
Questions to ask Max
Tailored to Max’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- Your firm can charge performance-based fees. Would that apply to me?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Max
How do I contact Max?
Call Accuvest Global Advisors at 925-930-2882 and ask for Max Russo. Max works from the Provo, UT office.
How long has Max been a financial advisor?
Max has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Max hold?
Series 66. Tap any license on this page to see what it allows.
Is Max a fiduciary?
Max is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Max paid?
Accuvest Global Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Max for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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