Susan
Pillifant

Morgan Stanley

CRD#1687810
Investment Advisor
in Columbus, OH

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About this Advisor

Susan Pillifant is a financial advisor working in Columbus, Ohio who has 14 years of relevant experience. Pillifant is on the advisory team at Morgan Stanley. Their career trajectory has included roles at Citigroup Global Markets Inc and Morgan Stanley. Pillifant maintains a Series 63 license, which qualifies them as a securities representative, and is approved to operate in Ohio. Morgan Stanley is a financial advisory firm that has its headquarters in Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 financial advisors. It has $1 trillion in assets among its 2,233,188 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 30,383 charities and foundations. Of its 2,233,188 customer accounts, just 1% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm has a diverse array 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 fee schedules are based on which service is provided. However, fees charged by Morgan Stanley likely consist of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63

Years Registered*

14 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

4343 Easton Commons
Columbus, OH 43219

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

OH Average: 88
Total Number of Accounts

2,233,188

OH Average: 3,892
Average Account Size

$530,659

OH 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 Pillifant Work History

Susan has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Morgan Stanley

1989 - Present (35 years)

Citigroup Global Markets 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 Pillifant 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

Ellen Spitz
Garden City, NY
Seth Hart
New York, NY
Russell Huebschle
Oakland, CA
William Dilodovico
Fort Lauderdale, FL
Charles Doering
Walnut Creek, CA
Margret Birch
Oak Brook, IL
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

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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