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Vincent Steven Russo

National Investment Services OF America, LLC

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About Vincent Steven Russo

Vincent Russo is a financial advisor at National Investment Services Of America, LLC located in Milwaukee, WI. Vincent has been in the financial services industry since June 1993. Vincent is a Chartered Financial Analyst and holds the Series 7 and Series 63 securities licenses. Vincent is also a member of the Waukesha Boy Scout Investment Committee. Vincent specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Vincent Russo is currently registered with National Investment Services OF America, LLC. National Investment Services OF America, LLC is a Milwaukee, WI-based investment advisor with approximately $9.85 billion in regulatory assets under management. The firm provides portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles. The firm serves a variety of client types including corporations, individuals, charitable organizations, pension and profit sharing plans, state and municipal government entities, and investment companies.
National Investment Services OF America, LLC

777 EAST WISCONSIN AVENUE, SUITE 2350

MILWAUKEE, WI 53202

$9.85B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Vincent Russo’s Registration & Firm History

WI

03/02/2020 - Present

National Investment Services OF America, LLC (MILWAUKEE WI)

WI

06/22/1993 - 06/17/1998

EVEREN CLEARING CORP. (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 07/23/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/21/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vincent Steven Russo.
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