Lisa Szucs is a registered investment advisor at Morgan Stanley, based in Medina, OH, with 37 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
Medina, OH
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Regulatory History (1)
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Customer Dispute
March 2009Settled
Other Business Activities
Lisa is an independent contractor selling Norwex microfiber cloths and cleaning solutions since June 2019, dedicating minimal time outside business hours. Lisa also has power of attorney in Strongsville, Ohio, dedicating minimal time outside business hours.
Employment History
Current Registrations
Morgan Stanley
November 2012 - Present · 13 yrs 6 mos
Morgan Stanley
November 2012 - Present · 13 yrs 6 mos
Morgan StanleyBroker
November 2012 - Present · 13 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 1999 - November 2012 · 13 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1988 - November 2012 · 24 yrs 4 mos
State Registrations26 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.