Linda Suraci is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 21 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
233 S Wacker Dr., Suite 8600, Chicago, IL, 60606
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2022 - Present · 4 yrs 1 mo
Morgan StanleyBroker
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLCBroker
August 2018 - June 2022 · 3 yrs 10 mos
J.P. Morgan Securities LLC
August 2018 - June 2022 · 3 yrs 10 mos
Charles Schwab & CO., INC.
December 2015 - August 2018 · 2 yrs 8 mos
Charles Schwab & CO., INC.Broker
December 2015 - August 2018 · 2 yrs 8 mos
Morgan StanleyBroker
December 2013 - May 2015 · 1 yr 5 mos
Morgan Stanley
December 2013 - May 2015 · 1 yr 5 mos
Robert W. Baird & CO. IncorporatedBroker
March 2013 - November 2013 · 8 mos
Robert W. Baird & CO. Incorporated
March 2013 - November 2013 · 8 mos
Morgan Stanley
February 2013 - April 2013 · 2 mos
Morgan StanleyBroker
January 2013 - April 2013 · 3 mos
Morgan Stanley
March 1998 - April 2006 · 8 yrs 1 mo
Morgan Stanley Dw INC.Broker
September 1996 - April 2006 · 9 yrs 7 mos
State Registrations35 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.