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NJ

Nicholas Joseph Russo

Investment Adviser Representative at World Investment Advisors, LLC

Pittsford, NYCRD #7245461Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Nicholas Joseph Russo is an investment adviser representative with World Investment Advisors, LLC in Pittsford, NY, where they have been registered since 2023. They have worked in the securities industry since 2020 and have been registered with 3 firms, including R2 Capital Management, LLC and Armbruster Capital Management, Inc. They are registered to provide investment advice in New York and Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New York, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

World Investment Advisors, LLCCurrent
10/17/2023 – Pittsford, NY
R2 Capital Management, LLC
3/3/2021 – 12/31/2023Rochester, NY
Armbruster Capital Management, Inc.
4/23/2020 – 2/18/2021Pittsford, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Armbruster Capital Management, Inc.
    Mar 2020 – Feb 2021Pittsford, NY
  2. University of Rochester - Endowment Office
    Apr 2018 – Mar 2020Pittsford, NY
  3. Armbruster Capital Management, Inc.
    Dec 2015 – Mar 2018Pittsford, NY
  4. World Investment Advisors, LLC
    Sep 2023 – no end date reportedSanta Barbara, CA
  5. R2 Capital Management, LLC
    Feb 2021 – Dec 2023Pittsford, NY

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About World Investment Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
366
Offices listed on AdvisorFinder:
26
Main office:
Lincroft, NJ
SEC file number:
801-96193

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 21, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nicholas Joseph Russo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Nicholas Joseph Russo (World Investment Advisors)