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Susan Huang-Cramer

28 Years of Experience
Cupertino, CA
Broker

Susan Huang-Cramer is a registered investment advisor at Morgan Stanley, based in Cupertino, CA, with 28 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

20400 Stevens Creek Boulevard, Suite 350, Cupertino, CA, 95014

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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 is the owner of the Cramer Family Trust since 2015. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
November 2010 - Present · 15 yrs 6 mos
Morgan StanleyBroker
November 2010 - Present · 15 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
January 2010 - November 2010 · 10 mos
UBS Financial Services INC.Broker
January 2010 - November 2010 · 10 mos
UBS International INC.Broker
June 2002 - January 2010 · 7 yrs 7 mos
UBS International INC.
June 2002 - January 2010 · 7 yrs 7 mos
Merrill Lynch Pierce Fenner & Smith INC.
November 1998 - June 2002 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1998 - June 2002 · 3 yrs 8 mos
Citicorp Investment ServicesBroker
March 1997 - August 1998 · 1 yr 5 mos
State Registrations9 states
CAFLMDMIMONYORTXWA
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.