SB
SB

Suzanne Brown

29 Years of Experience
Boston, MA
Broker

Suzanne Brown is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 29 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

28 State Street 26th Floor, Boston, MA, 02110

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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

Suzanne works in food service at Nantasket Flatts and The Jetty, dedicating minimal time outside business hours to each. Suzanne is also a sole proprietor/owner of XO Provisions, a retail/online store, spending about 10-20% of her time on customer service and labor.

Employment History
Current Registrations
Morgan Stanley
June 2019 - Present · 6 yrs 11 mos
Morgan StanleyBroker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
October 2010 - November 2018 · 8 yrs 1 mo
Wells Fargo Advisors, LLCBroker
February 2005 - November 2010 · 5 yrs 9 mos
UBS Financial Services INC.Broker
June 1996 - March 2005 · 8 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Suzanne Brown - Financial Advisor | TrueAdvisor