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Russell Spitz is a registered investment advisor at Morgan Stanley, based in Canfield, OH, with 41 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
3635 Boardman Canfield Road, Canfield, OH, 44406
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Regulatory History (3)
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Customer Dispute
January 2005Denied
Customer Dispute
August 2004Denied
Customer Dispute
June 1993Settled
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.
November 1999 - June 2009 · 9 yrs 7 mos
Citigroup Global Markets INC.Broker
September 1994 - June 2009 · 14 yrs 9 mos
Painewebber IncorporatedBroker
December 1989 - September 1994 · 4 yrs 9 mos
Shearson Lehman Hutton INC.Broker
June 1987 - January 1990 · 2 yrs 7 mos
Oppenheimer & CO., INC.Broker
May 1987 - June 1987 · 1 mo
Donaldson, Lufkin & Jenrette Securities CorporationBroker
August 1985 - June 1987 · 1 yr 10 mos
First Jersey Securities, INC.Broker
September 1984 - August 1985 · 11 mos
State Registrations33 states
AZCACOCTDCDEFLGAILINKYMDMIMONCNENHNJNVNYOHOKORPARISCTNTXVAVTWAWIWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.