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Katrina Russell is a registered investment advisor at Morgan Stanley, based in Potsdam, NY, with 4 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
65 Market Street, Potsdam, NY, 13676
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Regulatory History (1)
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Financial
June 2020Final
Employment History
Current Registrations
Morgan Stanley
June 2022 - Present · 3 yrs 11 mos
Morgan StanleyBroker
March 2022 - Present · 4 yrs 2 mos
State Registrations36 states
AKARAZCACOCTFLGAILINKYLAMAMDMEMIMNMOMTNCNHNJNMNYOHORPARISCTNTXVAVTWAWIWV
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.