Susan
Witt

Morgan Stanley

CRD#2407942
Investment Advisor
in Paramus, NJ

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About this Advisor

Susan Witt is a financial advisor working in Paramus, New Jersey with 7 years of industry experience. Witt works at Morgan Stanley. During their career, the advisor has held roles at Ubs Financial Servces Inc, Merrill Lynch, Pierce, Fenner & Smith Inc and Morgan Stanley. Witt maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey, New York and Texas. Morgan Stanley is a registered investment business that has its headquarters in Purchase, NY. It has offices in 930 locations and a total of 28,000 financial advisors. It has $1 trillion in assets under management among its 2,233,188 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Morgan Stanley offers a diverse range of services, such as 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 largely depend on which services are provided. Fees billed by Morgan Stanley can be comprised of any blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

7 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

Office Location

61 South Paramus Road
Paramus, NJ 07652

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

NJ Average: 88
Total Number of Accounts

2,233,188

NJ Average: 3,892
Average Account Size

$530,659

NJ Average: $1,917,921

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 Witt Work History

Susan has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Morgan Stanley

2013 - 2013 (< 1 year)

Ubs Financial Servces Inc

2013 - 2016 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Susan Witt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Janelle Williams
Billings, MT
Justin Yip
Menlo Park, CA
Seth Hart
New York, NY
Allan House
Baltimore, MD
Charles Doering
Walnut Creek, CA
Johnny Williams
Columbia, SC
Calvin Mason
Pueblo, CO
William Dilodovico
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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