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Nicholas Joseph Russo

World Investment Advisors, LLC

Pittsford, NY

CRD 7245461

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Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
World Investment Advisors, Llc

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-10-17
TX RA APPROVED 2023-10-17
  • NY RA
    APPROVED
    Since 2023-10-17
  • TX RA
    APPROVED
    Since 2023-10-17

Branch Locations

11 State St. Suite 206, Pittsford, NY 14534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Armbruster Capital Management, Inc. Pittsford NY 03/2020 02/2021
University Of Rochester - Endowment Office Pittsford NY 04/2018 03/2020
Armbruster Capital Management, Inc. Pittsford NY 12/2015 03/2018
World Investment Advisors, Llc Santa Barbara CA 09/2023 Present
R2 Capital Management, Llc Pittsford NY 02/2021 12/2023
Previous Registrations
Designations
  • Chartered Financial Analyst
Other Names
  • Nicholas J Russo
  • Nicholas Joseph Russo
  • Nicholas Russo

View on SEC IAPD

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