Brandon
Russo

Morgan Stanley

CRD#7126028
Investment Advisor
in Paramus, NJ

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About this Advisor

Brandon Russo is a financial advisor operating in Paramus, New Jersey who has 1 year of industry experience. Russo works at Morgan Stanley. During their career, the advisor has held roles at Arcola Country Club, University Of Delaware, Re/Max Traditions - The Chopper Russo Team, Northwestern Mutual, Apple Ridge Country Club, Campgaw Ski Area, Student At Mahwah High School, Equitable Advisors, LLC and Morgan Stanley Smith Barney LLC. Russo has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey and Texas. Morgan Stanley is a business headquartered in Purchase, NY. The company has offices in 930 locations and a total of 28,000 people on staff. It controls $1 trillion in assets under management between its 2,233,188 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth clients who have more than $1 million in investable assets. Morgan Stanley provides a broad assortment of services, such as 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 are based on which services the firm provides the client. Fees billed by Morgan Stanley can be comprised of any blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

61 South Paramus Road
Paramus, NJ 07652

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

NJ Average: 88
Total Number of Accounts

2,233,188

NJ Average: 3,892
Average Account Size

$530,659

NJ 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

Brandon Russo Work History

Brandon has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Morgan Stanley Smith Barney LLC

2016 - Present (8 years)

Arcola Country Club

2021 - 2022 (1 year)

Equitable Advisors, LLC

2019 - 2019 (< 1 year)

Northwestern Mutual

2017 - 2019 (2 years)

Re/Max Traditions - The Chopper Russo Team

2016 - 2020 (4 years)

University Of Delaware

2015 - 2015 (< 1 year)

Apple Ridge Country Club

2013 - 2015 (2 years)

Campgaw Ski Area

2012 - 2016 (4 years)

Student At Mahwah High School

*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 Brandon 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
Dori Stegmann
Saint Louis, MO
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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