RL
RL

Russell Lagreca

27 Years of Experience
Baltimore, MD
Broker

Russell Lagreca is a registered investment advisor at Morgan Stanley, based in Baltimore, MD, with 27 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
Loading...

Location

1201 Wills Street, Suite 700, Baltimore, MD, 21231

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Russell is involved with the Community Fund of Harford County, the Catholic Family Foundation, and The John Carroll School, serving on their investment or finance committees. These activities require minimal time and are not investment-related.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
April 2006 - June 2009 · 3 yrs 2 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
March 1999 - February 2006 · 6 yrs 11 mos
State Registrations46 states
ALARAZCACOCTDCDEFLGAHIILINKSKYLAMAMDMEMIMNMOMSMTNCNDNHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWVWY
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.