Gary N. Russell

HELIUM ADVISORS LLC

VANCOUVER, WA 98684

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CRD#: 4196975

Professional summary

Gary Nicholas Russell is a registered financial advisor currently at HELIUM ADVISORS LLC located in Vancouver, Washington.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Gary has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Gary Nicholas Russell's CRS (Customer Relationship Summary).

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

January 20, 2026 - Present

HELIUM ADVISORS LLC

Office #1: 222 Ne Park Plaza Dr Park Tower Iii, Suite 116, Vancouver, WA 98684

RIA

CRD#: 282356

VANCOUVER, WA

Past

June 17, 2016 - November 30, 2023

INFINITY FINANCIAL SERVICES

CRD#: 144302

Everett, WA

Past

April 6, 2016 - December 31, 2025

HELIUM ADVISORS LLC

RIA

CRD#: 282356

VANCOUVER, WA

Past

October 3, 2015 - April 12, 2016

CONOVER CAPITAL MANAGEMENT

RIA

CRD#: 118393

BELLEVUE, WA

Past

February 22, 2013 - April 12, 2016

CONOVER SECURITIES CORPORATION

RIA

CRD#: 17129

BELLEVUE, WA

Past

August 28, 2012 - April 12, 2016

CONOVER SECURITIES CORPORATION

CRD#: 17129

BELLEVUE, WA

Past

August 24, 2012 - August 15, 2015

CONOVER CAPITAL MANAGEMENT

RIA

CRD#: 118393

BELLEVUE, WA

Past

October 19, 2006 - September 13, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

BELLEVUE, WA

Past

October 11, 2006 - September 13, 2012

LPL FINANCIAL LLC

CRD#: 6413

BELLEVUE, WA

Past

June 12, 2000 - March 8, 2002

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HELIUM ADVISORS LLC

HELIUM ADVISORS | HELIUM ADVISORS LLC

CRD#: 282356 / SEC#: 801-126557

RIA

Registered Investment Advisory firm - (9/15/2022 Approved)

Arizona

Registered Investment Advisory firm - (12/7/2022 Terminated)

California

Registered Investment Advisory firm - (1/6/2023 Terminated)

Texas

Registered Investment Advisory firm - (12/7/2022 Terminated)

Washington

Registered Investment Advisory firm - (1/11/2023 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).

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

California
(1/20/2026)

IAR

New York
(1/20/2026)

IAR

Texas
(1/21/2026)

IAR

Washington
(1/20/2026)

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 66

Date: 10/18/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/12/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/10/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/9/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HELIUM ADVISORS LLC

HELIUM ADVISORS | HELIUM ADVISORS LLC

CRD#: 282356 / SEC#: 801-126557

RIA

Registered Investment Advisory firm - (9/15/2022 Approved)

Arizona

Registered Investment Advisory firm - (12/7/2022 Terminated)

California

Registered Investment Advisory firm - (1/6/2023 Terminated)

Texas

Registered Investment Advisory firm - (12/7/2022 Terminated)

Washington

Registered Investment Advisory firm - (1/11/2023 Terminated)

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Contact information

Main Address

222 Ne Park Plaza Dr Park Tower Iii, Suite 116, Vancouver, WA 98684

Mailing Address

Phone number

(425) 214-1533

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HELIUM ADVISORS LLC FORM ADV PART 2 06.2025 (10/15/2025)

Regulatory assets under management

Total Number of Accounts	896
AUM (Assets Under Management)	$ 308,092,194

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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Advisor Monitoring

Firm Stability Insights

Gary N. Russell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Nicholas Russell's CRS (Customer Relationship Summary).

Certified licenses

Experience

INFINITY FINANCIAL SERVICES

HELIUM ADVISORS LLC

CONOVER CAPITAL MANAGEMENT

CONOVER SECURITIES CORPORATION

CONOVER SECURITIES CORPORATION

CONOVER CAPITAL MANAGEMENT

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

HELIUM ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/18/2006

Series 63

Date: 6/12/2000

SIE

Date: 10/1/2018

Series 7

Date: 10/10/2006

Series 6

Date: 6/9/2000

Current Firm

HELIUM ADVISORS LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HELIUM ADVISORS LLC

TRUST BUT VERIFY

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