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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
Years of Experience
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Morgan Stanley Brokerage Details
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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
Susan Morris Work History
Susan has 18 years of experience.
Morgan Stanley Private Bank, National Association
Citigroup Global Markets Inc
Morgan Stanley Smith Barney
Merrill Lynch, Pierce, Fenner & Smith, Inc
Susan Morris has disclosures.
Please visit their SEC profile for more details.