Susan
Morris

Morgan Stanley

CRD#2276283
Investment Advisor
in Atlanta, GA
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About this Advisor

Susan Morris is a certified financial planner based out of Atlanta, Georgia, with a total of 18 years of professional experience. Morris works at Morgan Stanley. Throughout their career, Morris has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc, Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morris has Series 63 and Series 66 licenses, designating them as a securities representative, and can advise clients in Georgia. Morgan Stanley is a registered investment business headquartered in Atlanta, Georgia. The investment advisory business has offices in 702 locations and a total of 26,000 advisors. It oversees $735 billion in assets under management between its 1,724,668 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 283 charities and foundations. The firm provides a number of services, including 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 charged by financial advisors typically vary depending on which service is offered. However, fees billed by Morgan Stanley most likely are comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

18 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

Yes

Office Location

3280 Peachtree Road, Ne Suite 1700
Atlanta, GA 30305

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

GA Average: 88
Total Number of Accounts

1,815,592

GA Average: 3,892
Average Account Size

$401,659

GA 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

Susan Morris Work History

Susan has 18 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2009 - Present (10 years)

Citigroup Global Markets Inc

2009 - Present (10 years)

Morgan Stanley Smith Barney

2000 - 2009 (9 years)

Merrill Lynch, Pierce, Fenner & Smith, Inc

Disclosures

Susan Morris has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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