Richard Rosu-Myles
Richard Rosu-Myles is a registered investment advisor at Morgan Stanley, based in Portland, ME, with 30 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
100 Middle Street, 3rd Floor, Portland, ME, 04101
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Regulatory History (1)
Customer Dispute
January 1998Other Business Activities
Richard is involved with Higgins Beach Saltbox LLC, a real estate venture, dedicating minimal time. He also serves as a board member for Cape Elizabeth Land Trust, focusing on fundraising and governance, spending a few hours per week.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations43 states
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
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