DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Vincent Steven Russo
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Vince Russo
At current firm
6 y
since Mar 2, 2020
In the industry
33 y
since Jul 23, 1993 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- National Investment Services Of America, LLC institutional currentsince Mar 2, 2020 · Milwaukee, Wi
- National Investment Services, Inc formerJun 30, 2017 to Mar 2, 2020 · Milwaukee, Wi
- Bmo Asset Management Corp. otherJun 8, 2012 to Oct 3, 2013 · Chicago, Il
- M&I Investment Management Corp. formerAug 3, 2011 to Jun 8, 2012 · Milwaukee, Wi
Moves
a registration end followed by a registration begin elsewhere
- National Investment Services, Inc to National Investment Services Of America, LLCleft Mar 2, 2020, registered Mar 2, 2020 (0 days) · channel change inside one enterprise, not a move · moved with a team
- Bmo Asset Management Corp. to National Investment Services, Incleft Oct 3, 2013, registered Jun 30, 2017 (1366 days) · Other
- M&I Investment Management Corp. to Bmo Asset Management Corp.left Jun 8, 2012, registered Jun 8, 2012 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Institutional managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address