Mark Day Russell

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Houston, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1995-12-06 → 2009-06-01
  Citigroup Global Markets Inc.
  Houston, TX
  Houston, TX
  Houston, TX

Other Businesses

1.HARPER COUNTY TAPSTONE OGL; 08/2014; OIL AND GAS LEASE ON SEPARATE PROPERTY IN KS; 0 NONBUSINESS HOURS; NON INVESTMENT RELATED 2.Residential real estate rental; Investment related: Yes; Houston, TX; rental property; co-owner (proprietor, partner, officer, director, employee, trustee, agent); Sep 2017; During business hours: 0; After business hours: 1; My wife, Sylvia Ann Hanna-Russell and I are joint owners 3.Residential real estate rental; Investment related: Yes; League City, TX; rental property; co-owner (proprietor, partner, officer, director, employee, trustee, agent); Sep 2017; During business hours: 0; After business hours: 1; My wife, Sylvia Ann Hanna-Russel, and I are joint owners. 4. Boat Slip Rental; Investment related; Boat Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2019; During business hours: 1; After business hours: 1 * 479608 - Estate; Investment related Yes; Houston, Texas; Estate; Executor/Co-Executor; 04/2017; During business hours: 3; After business hours: 0; Estate Administration

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-19
• S63 Uniform Securities Agent State Law Examination
  1983-05-27

Other Names

• Mark Russell