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Garret J Russell

Morgan Stanley

Boston, MA

CRD 7177502

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-08-13
CT RA APPROVED 2020-07-13
  • TX RA
    APPROVED
    Since 2020-08-13
  • CT RA
    APPROVED
    Since 2020-07-13

Branch Locations

28 State Street 26Th Floor, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Boston MA 09/2019 Present
Fresh Salt Restaurant Old Saybrook CT 06/2015 06/2018
Quinnipiac University Hamden CT 08/2015 05/2019
Unemployed Madison CT 07/2018 09/2019
  • 09/2019 → Present
    Boston, MA
  • 06/2015 → 06/2018
    Fresh Salt Restaurant
    Old Saybrook, CT
  • 08/2015 → 05/2019
    Quinnipiac University
    Hamden, CT
  • 07/2018 → 09/2019
    Unemployed
    Madison, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-09
  • S66 Uniform Combined State Law Examination
    2020-03-09

View on SEC IAPD

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