Russell Clark
Russell Clark is a registered investment advisor at Morgan Stanley, based in Beavercreek, OH, with 36 years of industry experience. Russell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
4380 Buckeye Lane, Suite 200, Beavercreek, OH, 45440
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2002Customer Dispute
November 1998Customer Dispute
January 1995Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Pathways Wealth Management, LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations53 states
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
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