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Vincent S. Russo

NATIONAL INVESTMENT SERVICES OF AMERICA
Milwaukee, WI 53202
Some features on this profile are disabled
CRD#: 2240698
VR

Professional summary

Vincent Steven Russo, CFA, who also goes by VInce Russo, Vincent S Russo, is a registered financial advisor currently at NATIONAL INVESTMENT SERVICES OF AMERICA, LLC located in Milwaukee, Wisconsin.

Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Vincent has worked at 5 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Vince Russo | Vincent S Russo

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.
SINCE DECEMBER 2014, MR. RUSSO HELD THE POSITION OF INVESTMENT COMMITTEE MEMBER OF THE WAUKESHA BOY SCOUT INVESTMENT COMMITTEE LOCATED IN WAUKESHA, WISCONSIN. IN THIS INVESTMENT-RELATED ROLE, MR. RUSSO EVALUATES ASSET MANAGERS' ASSET ALLOCATION STRATEGIES AND THE PERFORMANCE OF SPECIFIC MANGERS. MR. RUSSO DEVOTES APPROXIMATELY 2 HOURS PER QUARTER TO THIS ROLE, NONE OF WHICH IS DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vincent Steven Russo'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®
CFA

Chartered Financial Analyst

Experience

Current

March 2, 2020 - Present

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

Office #1: 777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202
RIA
CRD#: 307169
Milwaukee, WI
Past

June 30, 2017 - March 2, 2020

NATIONAL INVESTMENT SERVICES, INC

RIA
CRD#: 111746
MILWAUKEE, WI
Past

June 8, 2012 - October 3, 2013

BMO ASSET MANAGEMENT CORP.

RIA
CRD#: 106466
CHICAGO, IL
Past

August 3, 2011 - June 8, 2012

M&I INVESTMENT MANAGEMENT CORP.

RIA
CRD#: 109802
MILWAUKEE, WI
Past

June 22, 1993 - June 17, 1998

BNY CLEARING SERVICES LLC

BD
CRD#: 15879
MILWAUKEE, WI

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".
NI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
NATIONAL INVESTMENT SERVICES | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

CRD#: 307169 / SEC#: 801-118132

RIA
Registered Investment Advisory firm - (2/26/2020 Approved)

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
Wisconsin
(3/2/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 7/23/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 6/21/1993
General Securities Representative Examination

Current Firm

NI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
NATIONAL INVESTMENT SERVICES | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

CRD#: 307169 / SEC#: 801-118132

RIA
Registered Investment Advisory firm - (2/26/2020 Approved)
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Contact information

Main Address
777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI 53202
Mailing Address
Phone number
(414) 765-1980
Established
Firm type
Fiscal year end
# of Employees
37

SEC notice filing (17 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NATIONAL INVESTMENT SERVICES FORM ADV PART 2A MARCH 2025 (4/24/2025)

Regulatory assets under management

Total Number of Accounts342
AUM (Assets Under Management)$ 12,910,404,000

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.

Company Information

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

CRD#: 307169Milwaukee, WI 53202

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