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HR
Harold Russell is a registered investment advisor at Morgan Stanley, based in Raleigh, NC, with 31 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
3800 Glenwood Avenue, Suite 500, Raleigh, NC, 27612
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Regulatory History (1)
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Criminal
October 1989Final Disposition
Other Business Activities
Harold is involved with Old Merry Hill LLC, a hunting property in Merry Hill, NC, since 2015. This activity is not investment-related.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
December 2001 - June 2009 · 7 yrs 6 mos
Citigroup Global Markets INC.Broker
March 2001 - June 2009 · 8 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
May 1995 - March 2001 · 5 yrs 10 mos
Olde Discount CorporationBroker
April 1994 - May 1995 · 1 yr 1 mo
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.