SL
SL

Susan Lemasters

27 Years of Experience
Jacksonville, FL
Broker

Susan Lemasters is a registered investment advisor at Morgan Stanley, based in Jacksonville, FL, with 27 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

6735 Southpoint Drive, Jacksonville, FL, 32216

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Susan owns rental property in Jacksonville Beach, FL since 2013. She is also involved with a trust in Ponte Vedra Beach, Florida since 2023, dedicating minimal time during business hours.

Employment History
Current Registrations
Morgan Stanley
October 2009 - Present · 16 yrs 7 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
October 2008 - June 2009 · 8 mos
Compass Brokerage, INC.Broker
July 2006 - March 2007 · 8 mos
AXA Advisors, LLCBroker
December 2004 - July 2005 · 7 mos
AXA Advisors, LLCBroker
April 2000 - January 2003 · 2 yrs 9 mos
AXA Advisors, LLC
April 2000 - January 2003 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1994 - March 2000 · 5 yrs 10 mos
State Registrations47 states
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Exams
No exam information available for this advisor.
Susan Lemasters - Financial Advisor | TrueAdvisor