AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
VG

Vasilios D. Gerasopoulos

NATIONAL INVESTMENT SERVICES OF AMERICA
Milwaukee, WI 53202
Some features on this profile are disabled
CRD#: 4859288
VG

Professional summary

Vasilios D Gerasopoulos is a registered financial advisor currently at NATIONAL INVESTMENT SERVICES OF AMERICA, LLC located in Milwaukee, Wisconsin.

Vasilios is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Vasilios has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 52 exams.

top-8-questions

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.
MUNICPAL ANALYSTS OF THE ROCKY MOUNTAINS; NON-INVESTMENT RELATED; DENVER, CO; NON-PROFIT; TREASURER; START 4/28/20; 1 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I PAY BILLS AND MANAGE THE BANK ACCOUNT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vasilios D Gerasopoulos'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

August 20, 2024 - Present

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

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

March 15, 2023 - July 10, 2024

AQUILA DISTRIBUTORS LLC

BD
CRD#: 1706
NEW YORK, NY
Past

June 15, 2016 - March 7, 2023

D.A. DAVIDSON & CO.

BD
CRD#: 199
DENVER, CO
Past

December 8, 2015 - March 7, 2023

DAVIDSON FIXED INCOME MANAGEMENT, INC.

RIA
CRD#: 127844
DENVER, CO
Past

July 12, 2007 - May 20, 2008

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
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
(8/20/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 1/18/2017
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/8/2015
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/21/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 52
Date: 6/14/2016
Municipal 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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

TRUST BUT VERIFY

Monitor Vasilios Gerasopoulos

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Shelly May Wohler
Shelly WohlerAdvisorCheck Check Mark
INDEPENDENT FINANCIAL PARTNERS
IAR
RR
Brookfield, WI
Casey John Berrall
Casey BerrallAdvisorCheck Check Mark
BKM WEALTH MANAGEMENT
IAR
Brookfield, WI
CB
Carson BiberAdvisorCheck Check Mark
DRAKE & ASSOCIATES, LLC
IAR
WAUKESHA, WI
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.