RG
RG

Russell Ganz

30 Years of Experience
Boca Raton, FL
Broker

Russell Ganz is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 30 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

595 South Federal Highway, Suite 400, Boca Raton, FL, 33432

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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

Russell serves as a trustee or co-trustee for multiple trusts in Delray Beach, Florida. These activities are investment-related and take minimal time each week.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
March 2008 - June 2009 · 1 yr 3 mos
Morgan Stanley & CO. IncorporatedBroker
March 2008 - June 2009 · 1 yr 3 mos
Bear, Stearns & CO. INC.Broker
January 1997 - March 2008 · 11 yrs 2 mos
H. Beck, INC.Broker
April 1996 - January 1997 · 9 mos
Goldis - Pittsburg Institutional Services, INC.Broker
April 1996 - January 1997 · 9 mos
Goldis Financial Group, INC.Broker
February 1996 - January 1997 · 11 mos
State Registrations38 states
AZCACOCTDCDEFLGAHIIDILINKYMAMDMIMNMONCNHNJNVNYOHORPAPRRISCTNTXUTVAVTVirgin IslandsWAWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.