SS
SS
Suzanne Sidler is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 25 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
717 Texas Avenue, Suite 3050, Houston, TX, 77002
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Regulatory History (1)
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Judgment / Lien
October 2010Employment History
Current Registrations
Morgan Stanley
October 2018 - Present · 7 yrs 9 mos
Morgan StanleyBroker
July 2018 - Present · 8 yrs
Previous Registrations
Spartan Capital Securities, LLCBroker
June 2015 - February 2017 · 1 yr 8 mos
First Investors CorporationBroker
March 2015 - June 2015 · 3 mos
H. Beck, INC.Broker
November 2009 - March 2015 · 5 yrs 4 mos
Clayton, Dunning & Company INC.Broker
April 2004 - August 2005 · 1 yr 4 mos
Stone Harbor Financial Services, LLCBroker
February 2001 - September 2002 · 1 yr 7 mos
Paulson Investment Company, INC.Broker
February 1999 - December 2000 · 1 yr 10 mos
Schneider Securities, INC.Broker
June 1997 - January 1999 · 1 yr 7 mos
Investors Associates, INC.Broker
October 1993 - July 1997 · 3 yrs 9 mos
State Registrations49 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.