SL
SL
Sue Linden is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 32 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
1775 I Street, North West, Suite 200, Washington, DC, 20006
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Regulatory History (2)
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Customer Dispute
February 2020Closed-No Action
Customer Dispute
January 2010Settled
Other Business Activities
Sue has power of attorney in Washington, D.C., dedicating a few hours per week to this. She also is the author of "Financial Custody: You Your Money, and Divorce" since 2001, but spends no time on it.
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. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
November 1994 - April 2007 · 12 yrs 5 mos
Morgan Stanley
April 1993 - April 2007 · 14 yrs
State Registrations29 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.