Russell Maxmillian Lagreca

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2006 → Present
  Citigroup Global Markets Inc.
  Baltimore, MD
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Purchase, NY
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2006-04-06 → 2009-06-01
  Citigroup Global Markets Inc.
  New York, NY
  Baltimore, MD
  New York, NY

Other Businesses

*449400 - Community Fund of Harford County; Investment related No; Bel Air, Maryland; Civic/Community; Investment Committee, Board Member (proprietor, partner, officer, director, employee, trustee, agent); 08/2021; During business hours: 0; After business hours: .5; The investment manager, Brown, has full discrection so there is no advice. Just reviewing reports, asking questions, evaluating performance, Business Development/Growth, Administrative *67895- Catholic Family Foundation; Investment related-No; Baltimore, Maryland; Religious; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2010; During business hours: 0; After business hours: 1 *591115 - The John Carroll School; Investment related-No; Bel Air, Maryland; Education; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 0; After business hours: 5; Administrative, Business Development/Growth

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-02-20
• S65 Uniform Investment Adviser Law Examination
  2006-04-05