RC
RC

Russ Clever

29 Years of Experience
Chesterfield, MO
Broker

Russ Clever is a registered investment advisor at Morgan Stanley, based in Chesterfield, MO, with 29 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

14805 North Outer forty Road Suite 200, Chesterfield, MO, 63017

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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.

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Other Business Activities

Russ is on the finance committee for Assumption Catholic Church of O'Fallon since 2002. This activity takes minimal time outside of business hours.

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.
February 2003 - June 2009 · 6 yrs 4 mos
Citigroup Global Markets INC.Broker
December 2001 - June 2009 · 7 yrs 6 mos
First Union Securities, INC.Broker
March 2000 - December 2001 · 1 yr 9 mos
Dean Witter Reynolds INC.Broker
April 1998 - October 1999 · 1 yr 6 mos
Franklin Financial Services CorporationBroker
January 1996 - May 1998 · 2 yrs 4 mos
State Registrations35 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Russ Clever - Financial Advisor | TrueAdvisor