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Russell Reinsch

33 Years of Experience
Irvine, CA
1 DisclosureBroker

Russell Reinsch is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Irvine, CA, with 33 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3355 advisors
Number of Clients
236,191 clients
Average Client Portfolio
$836K average
Assets Under Management
$197.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

400 Spectrum Center Drive, Irvine, CA, 92618

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2013
Settled
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
April 2011 - Present · 15 yrs 6 mos
Stifel, Nicolaus & Company, Incorporated
April 2011 - Present · 15 yrs 6 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - May 2011 · 1 yr 11 mos
Morgan Stanley Smith BarneyBroker
June 2009 - May 2011 · 1 yr 11 mos
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
August 1998 - April 2007 · 8 yrs 8 mos
Morgan Stanley Dw INC.Broker
September 1993 - April 2007 · 13 yrs 7 mos
State Registrations22 states
AZCACODCFLGAHIIDMAMDMEMINCNMNVNYORPASCTNTXWA
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.
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