Harold E 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

• 09/2024 → Present
  Morgan Stanley
  Raleigh, NC
• 11/2021 → 11/2023
  West Marine
  Raleigh, NC
• 12/2020 → 11/2021
  West Marine
  Morehead City, NC
• 08/2020 → 05/2024
  North Carolina State University
  Raleigh, NC
• 08/2016 → 05/2020
  St. David's School
  Raleigh, NC
• 06/2019 → 08/2019
  West Marine
  Morehead City, NC
• 05/2024 → 09/2024
  Unemployed
  Raleigh, NC
• 05/2023 → 07/2023
  Morgan Stanley
  Raleigh, NC
• 07/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-10-29

Other Names

• Harold E Russell
• Buzzy Russell