Suzette Torre is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 34 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
2800 Post Oak Boulevard, Suite 3200, Houston, TX, 77056
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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 StanleyBroker
August 2021 - Present · 4 yrs 9 mos
Morgan Stanley
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - August 2021 · 10 yrs 7 mos
Wells Fargo Clearing Services, LLC
January 2011 - August 2021 · 10 yrs 7 mos
Wells Fargo Investments, LLC
May 2009 - January 2011 · 1 yr 8 mos
Wells Fargo Investments, LLCBroker
April 2009 - January 2011 · 1 yr 9 mos
UBS International INC.
February 2008 - March 2009 · 1 yr 1 mo
UBS International INC.Broker
September 2006 - March 2009 · 2 yrs 6 mos
Banc of America Investment Services, INC.
August 2002 - September 2006 · 4 yrs 1 mo
Banc of America Investment Services, INC.Broker
July 2000 - September 2006 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1998 - July 2000 · 1 yr 11 mos
Norwest Investment Services, INC.Broker
June 1997 - August 1998 · 1 yr 2 mos
Banc One Securities CorporationBroker
January 1996 - June 1997 · 1 yr 5 mos
Banc One Arizona Investment Services CorporationBroker
May 1992 - January 1996 · 3 yrs 8 mos
Prudential Securities IncorporatedBroker
August 1991 - May 1992 · 9 mos
State Registrations10 states
AZCANCNENYORPRSDTXWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.