RF
RF

Russell Ferreri

15 Years of Experience
Louisville, KY
Broker

Russell Ferreri is a registered investment advisor at Morgan Stanley, based in Louisville, KY, with 15 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

4969 US Highway 42, Suite 1200, Louisville, KY, 40222

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 works for Russian School of Math Louisville, teaching math curriculum and RSM learning methodology to K-8 students. This takes about 10-20% of his time after business hours.

Employment History
Current Registrations
Morgan Stanley
June 2024 - Present · 2 yrs 3 mos
Morgan StanleyBroker
June 2024 - Present · 2 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
March 2014 - July 2024 · 10 yrs 4 mos
UBS Financial Services INC.Broker
February 2014 - July 2024 · 10 yrs 5 mos
J.P. Morgan Securities LLCBroker
November 2010 - February 2014 · 3 yrs 3 mos
State Registrations8 states
COFLINKYNYOKTNTX
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.