RL
CFP
RL
CFP
Russell Loesch is a CFP-designated registered investment advisor at Morgan Stanley, based in New York, NY, with 23 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
55 East 52nd Street, 12th Floor, New York, NY, 10055
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Regulatory History (1)
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Customer Dispute
August 2009Denied
Employment History
Current Registrations
Morgan StanleyBroker
May 2025 - Present · 1 yr
Morgan Stanley
May 2025 - Present · 1 yr
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - June 2025 · 12 yrs 8 mos
J.P. Morgan Securities LLC
October 2012 - June 2025 · 12 yrs 8 mos
Chase Investment Services CORP.
November 2006 - October 2012 · 5 yrs 11 mos
Chase Investment Services CORP.Broker
July 2005 - October 2012 · 7 yrs 3 mos
New England SecuritiesBroker
November 2002 - June 2005 · 2 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.