Susan Ann Sylvest

Murphy & Sylvest

20 Years of Experience

1 Disclosure

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Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningBusiness OwnersHigh Net Worth

Murphy & Sylvest

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

415 clients

Average Client Portfolio

$913K average

Assets Under Management

$379.0M

Fee Structure

Minimum Investment:None

Location

13760 Noel Road, Suite 300, Dallas, TX, 75240

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History

Regulatory History (1)

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Customer Dispute

May 2002

Denied

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Employment History

Current Registrations

Murphy & Sylvest

January 2013 - Present · 13 yrs 1 mo

Previous Registrations

MML Investors Services, LLC

January 2007 - January 2013 · 6 yrs

Annandale Capital, LLC

February 2006 - January 2007 · 11 mos

Fisher Investments,inc.

April 2002 - January 2003 · 9 mos

State Registrations2 states

LATX

Advisor

Exams

No exam information available for this advisor.