Susan Davitz is a registered investment advisor at Morgan Stanley, based in Orinda, CA, with 23 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
2 Theatre Square, Suite 322, Orinda, CA, 94563
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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
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. IncorporatedBroker
November 2008 - June 2009 · 7 mos
Citigroup Global Markets INC.Broker
May 2007 - November 2008 · 1 yr 6 mos
Citigroup Global Markets INC.
May 2007 - November 2008 · 1 yr 6 mos
Citicorp Investment Services
June 2004 - May 2007 · 2 yrs 11 mos
Citicorp Investment ServicesBroker
April 2004 - May 2007 · 3 yrs 1 mo
Donaldson, Lufkin & Jenrette Securities CorporationBroker
July 1996 - October 1997 · 1 yr 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.