Malinda
Russo

Morgan Stanley

CRD#5278041
Investment Advisor
in Baton Rouge, LA

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About this Advisor

Malinda Russo is a financial advisor based out of Baton Rouge, Louisiana, with 5 years of relevant experience. Russo currently works for Morgan Stanley. Their career trajectory has included roles at Gulf Coast Wealth Management, LLC, Capital One Bank, N.A, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Russo has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Louisiana, Mississippi and Texas. Morgan Stanley is a financial advisory business that has its headquarters in Purchase, NY. It has offices in 930 locations and a total of 28,000 financial advisors. It handles $1 trillion in assets under management between its 2,233,188 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 accounts, just 1% are held by high-net-worth investors who have at least $1 million in investable assets. Morgan Stanley offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice largely depend on which service is provided. However, fee types charged by Morgan Stanley can include some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

400 Convention Street Suite 400
Baton Rouge, LA 70802

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

LA Average: $7,464,549,021
Total Number of Employees

28,000

LA Average: 88
Total Number of Accounts

2,233,188

LA Average: 3,892
Average Account Size

$530,659

LA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Malinda Russo Work History

Malinda has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Morgan Stanley Smith Barney LLC

2018 - Present (6 years)

Morgan Stanley Private Bank, N.A

2013 - 2018 (5 years)

Capital One Bank, N.A

2008 - 2013 (5 years)

Gulf Coast Wealth Management, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Malinda Russo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Seth Hart
New York, NY
Daniel Evans
New York, NY
Russell Huebschle
Oakland, CA
William Dilodovico
Fort Lauderdale, FL
Charles Doering
Walnut Creek, CA
Allan House
Baltimore, MD
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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