Mark Russell is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
2800 Post Oak Boulevard, 18th Floor, Houston, TX, 77056
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Regulatory History (1)
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Customer Dispute
May 2004Denied
Other Business Activities
Mark has an oil and gas lease, co-owns two residential rental properties with his wife, rents a boat slip, and is an executor for an estate. These activities require minimal time and are investment-related, except for the oil and gas lease.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
December 1995 - June 2009 · 13 yrs 6 mos
Citigroup Global Markets INC.Broker
December 1995 - June 2009 · 13 yrs 6 mos
Tradestar Investments,inc.Broker
June 1986 - November 1995 · 9 yrs 5 mos
Fidelity Brokerage Services, INC.Broker
June 1982 - July 1986 · 4 yrs 1 mo
State Registrations27 states
ALARAZCACOCTDCFLGAHIIDILLAMEMNNCNHNMNYOHOKORPATXVAWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.