ER
ER

Eileen Russo

31 Years of Experience
Shrewsbury, NJ
Broker

Eileen Russo is a registered investment advisor at Morgan Stanley, based in Shrewsbury, NJ, with 31 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

1030 Broad Street 3rd Floor, Shrewsbury, NJ, 07702

Get directions

History

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 →
Other Business Activities

Eileen is a sole proprietor/owner of rental real estate in Phillipsburg, New Jersey, since May 2023. She dedicates minimal time outside of business hours to this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
May 2017 - Present · 9 yrs
Morgan StanleyBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
April 2006 - January 2017 · 10 yrs 9 mos
Dominick & Dominick LLCBroker
December 2003 - August 2004 · 8 mos
Credit Suisse First Boston LLCBroker
February 2001 - May 2003 · 2 yrs 3 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
July 1992 - January 2003 · 10 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Eileen Russo - Financial Advisor | TrueAdvisor