Russell Huebschle is a registered investment advisor at Morgan Stanley, based in Oakland, CA, with 25 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
1999 Harrison Street, Suite 2200, Oakland, CA, 94612
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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 2019 - Present · 6 yrs 10 mos
Morgan Stanley
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
March 2013 - July 2019 · 6 yrs 4 mos
Wells Fargo Clearing Services, LLC
March 2013 - July 2019 · 6 yrs 4 mos
Robert W. Baird & CO. Incorporated
September 2011 - April 2013 · 1 yr 7 mos
Robert W. Baird & CO. IncorporatedBroker
September 2011 - April 2013 · 1 yr 7 mos
Credit Suisse Securities (USA) LLC
January 2009 - October 2011 · 2 yrs 9 mos
Credit Suisse Securities (USA) LLCBroker
November 2008 - October 2011 · 2 yrs 11 mos
J.P. Morgan Securities INC.Broker
February 2000 - December 2001 · 1 yr 10 mos
Hambrecht & Quist LLCBroker
August 1993 - February 2000 · 6 yrs 6 mos
Otra Clearing, INC.Broker
April 1992 - June 1992 · 2 mos
State Registrations10 states
AKCACOFLGAHIINNYORUT
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.