Anthony Russo is a ChFC-designated registered investment advisor at Morgan Stanley, based in Latham, NY, with 21 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
Loading...
Location
1212 Troy Schenectady Road, Latham, NY, 12110
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
July 2023 - Present · 2 yrs 10 mos
Morgan Stanley
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2018 - July 2023 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2016 - July 2023 · 6 yrs 8 mos
Wells Fargo AdvisorsBroker
August 2012 - November 2016 · 4 yrs 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2012 · 3 yrs 3 mos
Citigroup Global Markets INC.Broker
July 2008 - June 2009 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2005 - July 2008 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2005 - July 2008 · 2 yrs 11 mos
Sherwood Capital, INC.Broker
July 1987 - January 1988 · 6 mos
State Registrations21 states
ALAZCACTDEFLGAILINMANCNJNYOKPASCTNTXVAVTWA
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.