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About this Advisor
Susan Hirshman is a certified financial planner operating out of New York, New York, who has been in the advisory business for 10 years. Hirshman is on the advisory team at Morgan Stanley. Over the course of their career, Hirshman has held roles at J.P. Morgan Securities Inc, Jpmorgan Chase Bank, Fieldpoint Private Securities, LLC, She LTD, Morgan Stanley and Morgan Stanley Private Bank, National Association. Hirshman holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey. Morgan Stanley is a registered investment firm that has its headquarters in New York, New York. The company has offices in 702 locations and a total of 26,000 advisors. It handles $735 billion in total assets across its 1,724,668 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 283 charitable organizations. The firm provides a broad 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. Financial management fees typically depend on which service is offered. Fees charged by Morgan Stanley can include 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 Hirshman Work History
Susan has 10 years of experience.
Morgan Stanley Private Bank, National Association
Fieldpoint Private Securities, LLC
J.P. Morgan Securities Inc
Jpmorgan Chase Bank
Susan Hirshman has no disclosures.
Please visit their SEC profile for more details.