DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

Renee S Brusky

Advisor at MORGAN STANLEY

Green Bay, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e687bb8e-9d13-3e00-c2c8-c639cc6cb503

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 15, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 24, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jun 24, 2005
First registration: Sep 15, 2005
Dual registered: yes, broker-dealer
Other names: RENEE SUSAN PERSCHBACHER|RENEE SUSAN BRUSKY
IAPD individual key: 4895691

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	Jul 7, 2021	n/a	yes	Green Bay, WI	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 24, 2021	Jun 18, 2021	no	SHAWANO, WI	Previous registration
BMO HARRIS FINANCIAL ADVISORS, INC	Former SEC adviser	Aug 1, 2012	Mar 24, 2021	no	SHAWANO, WI	Previous registration
M&I INVESTMENT MANAGEMENT CORP.	Former SEC adviser	Apr 29, 2010	Apr 18, 2012	no	MILWAUKEE, WI	Previous registration
M&I FINANCIAL ADVISORS, INC.	Former SEC adviser	Sep 15, 2005	Aug 1, 2012	no	SHAWANO, WI\|SHAWANO, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	MORGAN STANLEY	Jun 18, 2021	Jul 7, 2021	19	Firm change	Ibd to wirehouse
BMO HARRIS FINANCIAL ADVISORS, INC	LPL FINANCIAL LLC	Mar 24, 2021	Mar 24, 2021	0	Bulk transfer	Ibd to ibd
M&I FINANCIAL ADVISORS, INC.	M&I INVESTMENT MANAGEMENT CORP.	Aug 1, 2012	Apr 29, 2010	-825	Bulk transfer	Other
M&I INVESTMENT MANAGEMENT CORP.	BMO HARRIS FINANCIAL ADVISORS, INC	Apr 18, 2012	Aug 1, 2012	105	Bulk transfer	Other

Relationships

Registered with (5)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Jul 7, 2021 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 24, 2021 to Jun 18, 2021factForm ADV
→ BMO HARRIS FINANCIAL ADVISORS, INCRegistered adviserregistration: previous registration
Aug 1, 2012 to Mar 24, 2021factForm ADV
→ M&I FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Sep 15, 2005 to Aug 1, 2012factForm ADV
→ M&I INVESTMENT MANAGEMENT CORP.Registered adviserregistration: previous registration
Apr 29, 2010 to Apr 18, 2012factForm ADV

Dated events

No dated event names this entity yet.