Anthony Russo
Financial Advisor
Phone:
(518) 583-5636(518) 583-5636
The AR Team at Morgan Stanley
Direct:
(518) 583-5600(518) 583-5600
Our Mission Statement
We put clients first, approaching each financial situation with authenticity and care. Here at the AR Team, we understand the value of a client's wealth, and are committed to helping them build and preserve it for themselves and their family.
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Stacy and Anthony are different from other advisors, in that they help you create a portfolio that focuses on income growth to help meet their clients' goals. They do not have a cookie-cutter, not one-size-fits-most approach.
The AR Team will put your needs first.
Stacy and Anthony are different from other advisors, in that they help you create a portfolio that focuses on income growth to help meet their clients' goals. They do not have a cookie-cutter, not one-size-fits-most approach.
The AR Team will put your needs first.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Recent Communications
At The AR Team, we pride ourselves in always providing our clients with relevant and topical informaiton to help them in making informed financial decisions. Here are examples of some of our more recent communications.
The Fed's Tightening Policy
Keeping up with policy news and the actions of the Federal Reserve is very important in making decisions about your finances. Here is some information about the current fed tightening.
Our Upcoming Events
Overcoming the Insecurity Around Social Security
On September 25th, 2024 we will be hosting an informational seminar to clear up some uncertainties and answer questions about how and when to approach Social Security Benefits. Click the link below for more information regarding this event.
Location
1212 Troy Schenectady Road
Latham, NY 12110
US
Direct:
(518) 583-5600(518) 583-5600
Meet The AR Team
Stacy Akaka
Financial Advisor
Phone:
(518) 583-5637(518) 583-5637
Georgianna Wynne-Toner
Client Service Associate
Phone:
(518) 386-2965(518) 386-2965
About Anthony Russo
Anthony R. Russo, Financial Advisor, First Vice President, began his financial services career in 1987. As a Financial Advisor Anthony assists clients by helping them manage their wealth to meet their individual needs. Anthony focuses on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and help to ensure every potential solution is grounded in understanding what each client wants to achieve.
Anthony follows the deep – seated Morgan Stanley tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations within his community.
Anthony attended Siena College. He holds Series 7, 65, 66 and Portfolio Manager Certification.
Anthony follows the deep – seated Morgan Stanley tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations within his community.
Anthony attended Siena College. He holds Series 7, 65, 66 and Portfolio Manager Certification.
Securities Agent: WA, AL, FL, NJ, VT, AZ, VA, RI, CT, GA, HI, TX, SC, MA, LA, MI, MT, ME, NH, NM, NY, IN, OR, OH, TN, PA, OK, NV, NC, MD, IL, DE, CA; General Securities Representative; Investment Advisor Representative
About Stacy Akaka
Stacy E. Akaka, Financial Advisor, began her financial services career in 2001. She offers a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation, and what matters most to them. Stacy provides access to the investment insights of Morgan Stanley and banking convenience of Morgan Stanley to help address the various aspects of the clients’ financial lives.
Stacy earned her MBA at the University at Albany. She holds Series 7 and 66, and Portfolio Advisor certification.
Stacy earned her MBA at the University at Albany. She holds Series 7 and 66, and Portfolio Advisor certification.
Securities Agent: SC, VT, OK, HI, MT, NM, WA, VA, TX, TN, RI, PA, OR, OH, NY, NV, NJ, NH, NC, MI, ME, MD, MA, LA, IN, IL, GA, FL, DE, CT, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
About Georgianna Wynne-Toner
Georgi joined Morgan Stanley in 2024, after spending the last 5 years at Jefferies working in their internal marketing group. She moved up to the Capital Region in 2020, and enjoys roller skating and horseback riding.
Contact Anthony Russo
Contact Stacy Akaka
Wealth Management
From Our Team
Want to Keep More of Your Investment Returns? Consider These Tax Moves
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The AR Team today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
