ST
CFP
ST
CFP
Susannah Townsend is a CFP-designated registered investment advisor at Morgan Stanley, based in Tampa, FL, with 33 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
4890 West Kennedy Boulevard Suite 700, Tampa, FL, 33609
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2008Settled
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
August 2008 - June 2009 · 10 mos
Morgan Stanley & CO. Incorporated
August 2008 - June 2009 · 10 mos
UBS Financial Services INC.Broker
March 2000 - August 2008 · 8 yrs 5 mos
UBS Financial Services INC.
March 2000 - August 2008 · 8 yrs 5 mos
Prudential Securities IncorporatedBroker
October 1992 - March 2000 · 7 yrs 5 mos
State Registrations30 states
ALAZCACOCTDCDEFLGAINKSKYLAMAMDMINCNHNJNYOHPAPRSCSDTNTXVAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.