SL
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Susan Love

27 Years of Experience
Vancouver, WA
Broker

Susan Love is a registered investment advisor at Morgan Stanley, based in Vancouver, WA, with 27 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

1701 Southeast Columbia River Drive, Suite 120, Vancouver, WA, 98661

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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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Other Business Activities

Susan makes and sells craft items and patterns online and at local craft fairs since 2017, dedicating a few hours per week outside of business hours. She also sells handmade goods at local craft fairs, dedicating minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2018 - Present · 7 yrs 11 mos
Morgan StanleyBroker
May 2017 - Present · 9 yrs
Previous Registrations
RBC Capital Markets, LLCBroker
June 1999 - May 2017 · 17 yrs 11 mos
U.S. Bancorp Investments, INC.Broker
March 1998 - May 1999 · 1 yr 2 mos
State Registrations42 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Susan Love - Financial Advisor | TrueAdvisor