Susan Wilson is a registered investment advisor at Morgan Stanley, based in Sarasota, FL, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2 North Tamiami Trail, Suite 1100, Sarasota, FL, 34236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Susan is a committee member of the Bird Key Yacht Club Foundation, a non-profit organization, since January 2023. She dedicates minimal time to prioritizing capital improvement projects.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Citigroup Global Markets INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations48 states
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