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MR

Michael J. Russo

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CRD#: 3072489
MR

Professional summary


Michael Joseph Russo was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Michael is a previously registered financial professional and started their career in finance in 1998. Prior to being barred, Michael had worked at 12 firms, which includes SPARTAN CAPITAL SECURITIES LLC, CRAFT CAPITAL MANAGEMENT LLC, LAIDLAW & COMPANY (UK) LTD., GLOBAL ARENA CAPITAL CORP, PRESTIGE FINANCIAL CENTER INC., S.W. BACH & COMPANY, HARRISON SECURITIES INC., EHRENKRANTZ KING NUSSBAUM, WEATHERLY SECURITIES CORPORATION, TASIN & COMPANY INC., ROYCE INVESTMENT GROUP INC., FIRST ASSET MANAGEMENT INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

July 22, 2019 - April 4, 2024

SPARTAN CAPITAL SECURITIES, LLC

BD
CRD#: 146251
GARDEN CITY, NY
Past

July 27, 2017 - August 8, 2019

CRAFT CAPITAL MANAGEMENT LLC

BD
CRD#: 171350
GARDEN CITY, NY
Past

November 14, 2013 - February 18, 2016

LAIDLAW & COMPANY (UK) LTD.

BD
CRD#: 119037
MELVILLE, NY
Past

November 3, 2010 - November 23, 2013

GLOBAL ARENA CAPITAL CORP

BD
CRD#: 16871
MELVILLE, NY
Past

January 17, 2007 - November 2, 2010

PRESTIGE FINANCIAL CENTER, INC.

BD
CRD#: 30407
MELVILLE, NY
Past

April 27, 2004 - January 16, 2007

S.W. BACH & COMPANY

BD
CRD#: 43522
PORT WASHINGTON, NY
Past

November 6, 2001 - April 27, 2004

HARRISON SECURITIES, INC.

BD
CRD#: 14103
PORT WASHINGTON, NY
Past

October 22, 2001 - November 20, 2001

EHRENKRANTZ KING NUSSBAUM

BD
CRD#: 31140
NEW YORK, NY
Past

September 24, 1999 - October 22, 2001

WEATHERLY SECURITIES CORPORATION

BD
CRD#: 11081
NEW YORK, NY
Past

February 11, 1999 - October 19, 1999

TASIN & COMPANY, INC.

BD
CRD#: 30709
HAUPPAUGE, NY
Past

October 5, 1998 - January 27, 1999

ROYCE INVESTMENT GROUP, INC.

BD
CRD#: 10494
WOODBURY, NY
Past

June 29, 1998 - August 31, 1998

FIRST ASSET MANAGEMENT, INC.

BD
CRD#: 17341
GARDEN CITY, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/10/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SC
SPARTAN CAPITAL SECURITIES, LLC
SPARTAN CAPITAL MANAGEMENT LLC | SPARTAN CAPITAL SECURITIES, LLC

CRD#: 146251 / SEC#: , 8-67801

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
45 Broadway 19th Floor, New York, NY 10006
Mailing Address
45 Broadway 19th Floor, New York, NY 10006
Phone number
(212) 293-0123
Established
New York since 06/26/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SPARTAN CAPITAL HOLDINGS, LLCOWNER
BASIS, THEOLOGOS STAVROSCHIEF COMPLIANCE OFFICER / AML OFFICER2574740
DACOSTA, MAURICE MICHAELCFO / FINOP5500926
HEILPERN, GERALD MARTINMUNICIPAL SECURITIES PRINCIPAL241803
LOWRY, JOHN DENNISCEO/MANAGING MEMBER4336146
MONCHIK, KIM MARIECAO
SNOOZY, MARK JAMESROSFP2822325

Disclosures


Regulatory Event8
Civil Event1
Arbitration4

Red Flags


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

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Company Information


SPARTAN CAPITAL SECURITIES, LLC

CRD#: 146251

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