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Russell Reinsch

32 Years of Experience
Irvine, CA
1 DisclosureBroker

Russell Reinsch is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Irvine, CA, with 32 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3365 advisors
Number of Clients
222,322 clients
Average Client Portfolio
$770K average
Assets Under Management
$171.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.

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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 1 mo
Stifel, Nicolaus & Company, Incorporated
April 2011 - Present · 15 yrs 1 mo
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.
Russell Reinsch - Financial Advisor | TrueAdvisor