Russell J Hoss

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

• 05/2025 → Present
  Morgan Stanley
  San Francisco, CA
• 07/2022 → 04/2025
  Cbre Inc.
  Pasadena, CA
• 05/2021 → 01/2022
  Loandepot Inc.
  Irvine, CA
• 11/2020 → 03/2021
  Setschedule Llc
  Irvine, CA
• 10/2019 → 08/2020
  Yuen Enterprises One Inc.
  Corona, CA
• 07/2010 → 10/2019
  Unemployed
  Corona, CA
• 01/2022 → 07/2022
  Norco College
  Norco, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-08-05