Alexander Russo

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

• 06/2024 → 10/2024
  Pruco Securities Llc
  New York, NY
• 08/2023 → 06/2024
  Northwestern Mutual
  Colorado Springs, CO
• 05/2023 → 08/2023
  Equitable
  Manhattan, NY
• 04/2013 → 05/2023
  Modern Restaurant & Lounge
  New Rochelle, NY
• 10/2024 → Present
  Fidelity Investments
  Chappaqua, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA
• 07/2025 → Present
  Morgan Stanley
  Purchase, NY

Previous Registrations

• 2025-03-31 → 2025-07-17
  Strategic Advisers Llc
  Bronxville, NY
  Chappaqua, NY
  Boston, MA
• 2025-01-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chappaqua, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-01-08

Other Names

• Alexander Anthony Russo
• Alexander Russo