Susan Witt is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 20 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
61 South Paramus Road, 3rd Floor, Paramus, NJ, 07652
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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
March 2016 - Present · 10 yrs 2 mos
Morgan Stanley
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2013 - February 2016 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2013 - February 2016 · 2 yrs 5 mos
UBS Financial Services INC.Broker
March 2013 - September 2013 · 6 mos
UBS Financial Services INC.
March 2013 - September 2013 · 6 mos
Morgan Stanley
June 2009 - April 2013 · 3 yrs 10 mos
Morgan StanleyBroker
June 2009 - April 2013 · 3 yrs 10 mos
Citigroup Global Markets INC.
April 2008 - June 2009 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
December 2005 - June 2009 · 3 yrs 6 mos
State Registrations44 states
AKALARAZCACOCTDCDEFLGAHIIDILINKYLAMAMDMIMOMSMTNCNHNJNMNVNYOHOKORPARISCTNTXUTVAVTVirgin IslandsWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.