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Thomas Russ

33 Years of Experience
Pepper Pike, OH
Broker

Thomas Russ is a registered investment advisor at Morgan Stanley, based in Pepper Pike, OH, with 33 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

31099 Chagrin Boulevard, Pepper Pike, OH, 44124

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Thomas is a sole proprietor/owner of Lindsay Properties LLC since April 2019 and Lindsay Property II since June 2024, both real estate ventures. He dedicates minimal time to Lindsay Properties LLC and a minimal amount of time after business hours to Lindsay Property II for administrative tasks.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
November 2005 - April 2007 · 1 yr 5 mos
Morgan Stanley Dw INC.Broker
November 2005 - April 2007 · 1 yr 5 mos
A. G. Edwards & Sons, INC.
November 2005 - November 2005 · 0 mos
A. G. Edwards & Sons, INC.Broker
November 2005 - November 2005 · 0 mos
Morgan Stanley
December 1998 - November 2005 · 6 yrs 11 mos
Morgan Stanley Dw INC.Broker
December 1992 - November 2005 · 12 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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