Nicholas Joseph Russo
Investment adviser representative at World Investment Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFADesignation
$71.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- World Investment Advisors, LLCSep 2023 to now
- R2 Capital Management, LLCFeb 2021 to Dec 2023
- Armbruster Capital Management, Inc.Mar 2020 to Feb 2021
- University of Rochester - Endowment OfficeApr 2018 to Mar 2020
- Armbruster Capital Management, Inc.Dec 2015 to Mar 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
World Investment Advisors, LLC
$71.6BAssets managed
23,021Clients
356Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7245461
- Firm CRD
- 208512