RM
RM

Russell Moyer

26 Years of Experience
Cushing, OK
Broker

Russell Moyer is a registered investment advisor at Morgan Stanley, based in Cushing, OK, with 26 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

222 East Moses, Cushing, OK, 74023

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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 is a manager for Middle Mo Properties LLC, involved in real estate and property management since 2014, and owns multiple rental properties. He also works for Cushing Public Schools, dedicating about 40% of his time to this role.

Employment History
Current Registrations
Morgan StanleyBroker
January 2021 - Present · 5 yrs 4 mos
Morgan Stanley
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2011 - January 2021 · 9 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
December 2011 - January 2021 · 9 yrs 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - December 2011 · 2 yrs 6 mos
Morgan Stanley Smith Barney LLC
June 2009 - December 2011 · 2 yrs 6 mos
Citigroup Global Markets INC.
December 2000 - June 2009 · 8 yrs 6 mos
Citigroup Global Markets INC.Broker
August 2000 - June 2009 · 8 yrs 10 mos
Edward JonesBroker
April 1999 - September 2000 · 1 yr 5 mos
State Registrations10 states
ALAZCACOKYNMOHOKORTX
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.