SB
SB

Susan Birdsong

36 Years of Experience
Medford, OR
Broker

Susan Birdsong is a registered investment advisor at Morgan Stanley, based in Medford, OR, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

3103 Signature Court, Medford, OR, 97504

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Susan is involved with a personal trust and owns three rental properties since 2010. She also acts as a landlord and outside property manager for rental properties since 2007, and is a trustee/co-trustee for another trust since 2013, spending minimal time on these activities.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
September 2003 - June 2009 · 5 yrs 9 mos
Citigroup Global Markets INC.Broker
September 2003 - June 2009 · 5 yrs 9 mos
CUNA Brokerage Services, INC.Broker
June 1993 - September 2003 · 10 yrs 3 mos
Century Investors of America, INC.Broker
November 1990 - June 1993 · 2 yrs 7 mos
Key Brokerage Company, INC.Broker
February 1990 - November 1990 · 9 mos
First Investors CorporationBroker
August 1986 - November 1986 · 3 mos
State Registrations41 states
AKALARAZCACOCTDCFLGAHIIAIDILKSKYLAMAMDMIMNMOMTNCNHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.