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Jason Suciu

29 Years of Experience
Chicago, IL
Broker

Jason Suciu is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 29 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

233 South Wacker Drive, Suite 8600, Chicago, IL, 60606

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History

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.

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Employment History
Current Registrations
Morgan StanleyBroker
April 2025 - Present · 1 yr 1 mo
Morgan Stanley
April 2025 - Present · 1 yr 1 mo
Previous Registrations
UBS Financial Services INC.Broker
May 2008 - April 2025 · 16 yrs 11 mos
UBS Financial Services INC.
May 2008 - April 2025 · 16 yrs 11 mos
Citigroup Global Markets INC.
November 1999 - May 2008 · 8 yrs 6 mos
Citigroup Global Markets INC.Broker
September 1999 - May 2008 · 8 yrs 8 mos
Dean Witter Reynolds INC.Broker
December 1996 - December 1999 · 3 yrs
State Registrations37 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jason Suciu - Financial Advisor | TrueAdvisor