Suni
Conway

Morgan Stanley

CRD#6241457
Investment Advisor
in Los Angeles, CA
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About this Advisor

Suni Conway is an advisor in Los Angeles, California. Currently an investment advisor at Morgan Stanley, Conway has 13 years of work experience. Conway holds Series 66 and Series 63 licenses, certifying them as a securities broker. Conway can advise investors in California. Over the course of their career, Conway has held roles at Cien Agaves, Birmingham High School, Arizona State University, Studio Movie Grill, Bonner David, Sunamerica, Sunamerica Capital Services, Inc, Creative Environments Of Hollywood, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. Morgan Stanley is headquartered in Los Angeles, California, and has 702 other offices in the country. Overall, Morgan Stanley manages $735 billion in assets throughout 1,724,668 client accounts and retains more than 26,000 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the firm's 1,724,668 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Morgan Stanley can provide 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. The firm may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

13 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

Disclosures

No

Office Location

10960 Wilshire Blvd. Suite 2000
Los Angeles, CA 90024

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

CA Average: 88
Total Number of Accounts

1,815,592

CA Average: 3,892
Average Account Size

$401,659

CA Average: $1,917,921

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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

Suni Conway Work History

Suni has 13 years of experience.

2017 - Present (2 years)

Morgan Stanley Smith Barney LLC

2017 - Present (2 years)

Morgan Stanley Private Bank, National Association

2013 - 2013 (0 years)

Bonner David

2013 - 2017 (4 years)

Sunamerica

2013 - 2017 (4 years)

Sunamerica Capital Services, Inc

2012 - 2013 (1 years)

Cien Agaves

2011 - 2012 (1 years)

Studio Movie Grill

2009 - 2013 (4 years)

Arizona State University

2008 - 2011 (3 years)

Creative Environments Of Hollywood

2005 - 2009 (4 years)

Birmingham High School

Disclosures

Suni Conway has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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