Constance D. Russello

SIRIUS EDGE ADVISORS

Golden, CO

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CRD#: 1780968

Professional summary

Constance Dettmer Russello, who also goes by Constance Idelle Banister, Constance Idel Dettmer, Constance Idelle Dettmer, Stacey Dettmer, Constance Stacey, Constance Whiting, is a registered financial advisor currently at SIRIUS EDGE ADVISORS, INC. located in Golden, Colorado.

Constance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Constance has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Stacey Russello does provide general bookkeeping services for two small businesses. These firms are not client-related nor investment related. Less than 10% of the time is spent on these activities and less than 10% compensation is received for these activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Constance Dettmer Russello's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 28, 2020 - Present

SIRIUS EDGE ADVISORS, INC.

RIA

CRD#: 171342

Golden, CO

Past

February 16, 1993 - April 26, 1995

MARQUIS INVESTMENTS, L.L.C.

CRD#: 17121

Past

May 7, 1992 - July 7, 1992

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

May 8, 1989 - January 29, 1991

DEAM INVESTOR SERVICES, INC.

CRD#: 754

NEW YORK, NY

Past

January 19, 1988 - December 5, 1988

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(2/28/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/28/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/4/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/16/1988

General Securities Representative Examination

Current Firm

SIRIUS EDGE ADVISORS, INC.

SIRIUS EDGE ADVISORS, INC. | SIRIUS POINT ADVISORS, INC. | SIRIUS FUNDS ADVISORS, INC | SIRIUS FUNDS ADVISORS

CRD#: 171342 / SEC#: 801-79733

RIA

Registered Investment Advisory firm - (8/5/2020 Terminated)

Colorado

Registered Investment Advisory firm - (8/4/2020 Approved)

Virginia

Registered Investment Advisory firm - (6/3/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Alcova, WY

Mailing Address

P.o. Box 179, Alcova, WY 82620

Phone number

(844) 747-4872

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 34,667,484

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

SEC / JURISDICTION	REPORTING STATUS	EFFECTIVE DATE
Wyoming	ERA - Active	9/18/2025

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Constance D. Russello

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Constance Dettmer Russello's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIRIUS EDGE ADVISORS, INC.

MARQUIS INVESTMENTS, L.L.C.

PRUCO SECURITIES, LLC.

DEAM INVESTOR SERVICES, INC.

KIDDER, PEABODY & CO. INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 2/28/2020

Series 63

Date: 5/4/1988

Series 7

Date: 1/16/1988

Current Firm

SIRIUS EDGE ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Exempt reporting advisers

Red Flags

Company Information

SIRIUS EDGE ADVISORS, INC.

TRUST BUT VERIFY

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