SF
SF

Susan Feitelberg

34 Years of Experience
New York, NY
2 DisclosuresBroker

Susan Feitelberg is a registered investment advisor at Morgan Stanley, based in New York, NY, 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
Loading...

Location

55 East 52nd Street, 12th Floor, New York, NY, 10055

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2008
Settled
Customer Dispute
March 2003
Denied
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
September 2008 - June 2009 · 9 mos
Morgan Stanley & CO. Incorporated
September 2008 - June 2009 · 9 mos
Chase Investment Services CORP.
April 1998 - September 2008 · 10 yrs 5 mos
Chase Investment Services CORP.Broker
July 1997 - September 2008 · 11 yrs 2 mos
Financial Horizons Securities CorporationBroker
June 1993 - July 1995 · 2 yrs 1 mo
Citicorp Investment ServicesBroker
January 1993 - July 1997 · 4 yrs 6 mos
MML Investors Services, INC.Broker
January 1992 - March 1993 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Susan Feitelberg - Financial Advisor | TrueAdvisor