Russell Grady Morris
Investment adviser representative at Alphastar Capital Management
11 yearsExperience
2 statesRegistered in
$2.5BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Alphastar Capital ManagementJan 2026 to now
- Charthouse Wealth ManagementDec 2025 to now
- UnemployedApr 2025 to Dec 2025
- Connecticut River Wealth ManagementMar 2023 to Apr 2025
- LPL Financial LLCMar 2023 to Apr 2025
- UnemployedJan 2023 to Feb 2023
- Ameriprise FinancialJan 2020 to Dec 2022
- UnemployedSep 2019 to Dec 2019
- Ameriprise Financial Services, Inc.Nov 2015 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CT, MA).
Alphastar Capital Management
Legal name: Alphastar Capital Management, LLC
$2.5BAssets managed
8,525Clients
155Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6586974
- Firm CRD
- 157423