Susan
Hirshman

Morgan Stanley

CRD#2209695
Investment Advisor
in New York, NY
Are you Susan Hirshman? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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

1290 Avenue Of The Americas
New York, NY 10104

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

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

26,000

NY Average: 88
Total Number of Accounts

1,724,668

NY Average: 3,892
Average Account Size

$426,340

NY Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 Hirshman Work History

Susan has 10 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2013 - Present (6 years)

Morgan Stanley

2012 - 2013 (1 years)

Fieldpoint Private Securities, LLC

2010 - 2010 (0 years)

J.P. Morgan Securities Inc

2010 - Present (9 years)

She LTD

2008 - 2010 (2 years)

Jpmorgan Chase Bank

Disclosures

Susan Hirshman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started