Susan Caylor is a registered investment advisor at Morgan Stanley, based in Opelika, AL, with 30 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
3120 Frederick Road, Suite G, Opelika, AL, 36801
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Regulatory History (1)
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Customer Dispute
February 2007Settled
Employment History
Current Registrations
Morgan Stanley
September 2025 - Present · 8 mos
Morgan StanleyBroker
September 2025 - Present · 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2011 - August 2025 · 14 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2011 - August 2025 · 14 yrs 7 mos
Morgan Stanley Smith Barney LLC
June 2009 - November 2010 · 1 yr 5 mos
Morgan Stanley Smith BarneyBroker
June 2009 - November 2010 · 1 yr 5 mos
Citigroup Global Markets INC.
November 2004 - June 2009 · 4 yrs 7 mos
Citigroup Global Markets INC.Broker
May 2003 - June 2009 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2003 - June 2003 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1992 - June 1999 · 7 yrs 5 mos
The Robinson-Humphrey Company INC.Broker
May 1991 - December 1991 · 7 mos
State Registrations45 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNVNYOHOKORPARISCTNTXUTVAWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.