Susan Milanak is a CFP-designated registered investment advisor at Morgan Stanley, based in Lake Forest, IL, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
207 East Westminster, Suite 300, Lake Forest, IL, 60045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Susan is a board member of the Emily Brooks Foundation, dedicating minimal time. She is also involved with several trusts, some investment-related, and The Reichert Foundation as an Executive Director and Board Member, spending minimal time on each.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLC
Gem Financial Advisors, INC.
LPL Financial LLCBroker
LPL Financial Corporation
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations29 states
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