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
VA

Vita N. Amadeo

TOWERS WATSON INVESTMENT SERVICES
Short Hills, NJ 07078
Some features on this profile are disabled
CRD#: 5633867
VA

Professional summary

Vita Nancy Amadeo, AIF®, who also goes by VIta N Amadeo, Vita Nancy Plawner, is a registered financial advisor currently at TOWERS WATSON INVESTMENT SERVICES, INC. located in Short Hills, New Jersey.

Vita is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Vita has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Vita N Amadeo | Vita Nancy Plawner

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.
1) Willis Towers Watson; Investment Related; Short Hills, NJ; Retirement Advisory; Associate Director - Investment; Start Date 7/9/1991; 160 Hrs Per Month, 100 During Trading Hrs; Advisor to retirement plans 2) Vita Amadeo Property Rental; Non-Investment Related; Playa del Carmen, Quintana Roo, Mexico; Rental of Condo; Condo Owner; Start 5/5/2024; 1 Hr Per Month, 0 During Trading Hrs; Rental fee.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vita Nancy Amadeo'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

October 4, 2024 - Present

TOWERS WATSON INVESTMENT SERVICES, INC.

Office #1: 150 Jfk Parkway 2nd Floor, Short Hills, NJ 07078
RIA
CRD#: 110473
Short Hills, NJ
Past

October 2, 2024 - February 12, 2025

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Short Hills, NJ
Past

March 1, 2021 - September 6, 2024

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Fort Lee, NJ
Past

March 1, 2021 - September 6, 2024

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Port Lee, NJ
Past

June 24, 2016 - March 4, 2021

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
NEW YORK, NY
Past

September 3, 2013 - March 4, 2021

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
NEW YORK, NY
Past

May 6, 2010 - September 3, 2013

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
RADNOR, PA
Past

October 14, 2009 - May 11, 2010

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
CRANFORD, NJ
Past

March 23, 2009 - October 2, 2009

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
CRANFORD, NJ

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".
TW
TOWERS WATSON INVESTMENT SERVICES, INC.
TOWERS WATSON INVESTMENT SERVICES | WATSON WYATT INVESTMENT CONSULTING INC | TOWERS WATSON INVESTMENT SERVICES, INC.

CRD#: 110473 / SEC#: 801-46008

RIA
Registered Investment Advisory firm - (3/22/1994 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
New Jersey
(10/4/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/26/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/25/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/21/2009
Investment Company Products/Variable Contracts Representative Examination

Current Firm

TW
TOWERS WATSON INVESTMENT SERVICES, INC.
TOWERS WATSON INVESTMENT SERVICES | WATSON WYATT INVESTMENT CONSULTING INC | TOWERS WATSON INVESTMENT SERVICES, INC.

CRD#: 110473 / SEC#: 801-46008

RIA
Registered Investment Advisory firm - (3/22/1994 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
233 South Wacker Drive Suite 1800, Chicago, IL 60606
Mailing Address
Phone number
(312) 288-7700
Established
Firm type
Fiscal year end
# of Employees
242

SEC notice filing (21 States and Territories)

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

Documents

Latest Form ADV

Part 2 Brochures

TOWERS WATSON INVESTMENT SERVICES, INC. BROCHURE (3/30/2025)

Regulatory assets under management

Total Number of Accounts129
AUM (Assets Under Management)$ 52,220,039,039

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/31/2025
Cover Page
Report
09/27/2024
Cover Page
Report
08/28/2023
Cover Page
Report
11/22/2022
Cover Page
Report

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

TOWERS WATSON INVESTMENT SERVICES, INC.

CRD#: 110473Short Hills, NJ 07078

TRUST BUT VERIFY

Monitor Vita Amadeo

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

Similar Advisors

Sungmin Ryan Park
Sungmin Ryan ParkAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
Florham Park, NJ
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
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.