SM
SM

Susan Mulvehill

12 Years of Experience
Melville, NY
Broker

Susan Mulvehill is a registered investment advisor at Morgan Stanley, based in Melville, NY, with 12 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

58 South Service Road, Suite 400, Melville, NY, 11747

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Susan works as a contractor for Parts and Labor Design, a manufacturing company, handling accounting and bookkeeping. This takes about 10-20% of her time after business hours.

Employment History
Current Registrations
Morgan Stanley
June 2024 - Present · 1 yr 11 mos
Morgan StanleyBroker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
October 2015 - November 2016 · 1 yr 1 mo
UBS Financial Services INC.Broker
October 2015 - November 2016 · 1 yr 1 mo
Wells Fargo Advisors, LLCBroker
January 2009 - October 2015 · 6 yrs 9 mos
Wells Fargo Advisors, LLC
January 2009 - October 2015 · 6 yrs 9 mos
Morgan Stanley & CO. Incorporated
October 2007 - February 2009 · 1 yr 4 mos
Morgan Stanley & CO. IncorporatedBroker
July 2007 - February 2009 · 1 yr 7 mos
State Registrations32 states
AZCACOCTDCDEFLGAHIILINKYLAMAMDMEMIMNNCNJNVNYOHOKORPARISCTNTXUTVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.