RB
RB

Renee Brusky

20 Years of Experience
Green Bay, WI
Broker

Renee Brusky is a registered investment advisor at Morgan Stanley, based in Green Bay, WI, with 20 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

111 North Washington Street, Suite 410, Green Bay, WI, 54301

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

Renee volunteers as a part-time organist at St. John's Lutheran Church, as a committee member of the Shawano County Humane Society, and as the Treasurer for United Way of Shawano County. These activities require minimal time and are not investment-related.

Employment History
Current Registrations
Morgan Stanley
July 2021 - Present · 4 yrs 10 mos
Morgan StanleyBroker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
LPL Financial LLC
March 2021 - June 2021 · 3 mos
LPL Financial LLCBroker
March 2021 - June 2021 · 3 mos
BMO Harris Financial Advisors, INC
August 2012 - March 2021 · 8 yrs 7 mos
BMO Harris Financial Advisors, INC.Broker
August 2012 - March 2021 · 8 yrs 7 mos
M&i Financial Advisors, INC.
April 2012 - August 2012 · 4 mos
M&i Investment Management CORP.
April 2010 - April 2012 · 2 yrs
M&i Financial Advisors, INC.
September 2005 - March 2010 · 4 yrs 6 mos
M&i Financial Advisors, INCBroker
June 2005 - August 2012 · 7 yrs 2 mos
State Registrations30 states
AZCACOCTDEFLGAHIIAILINMAMDMIMNNCNDNENJNVNYOHORSCTNTXUTVAWAWI
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.