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Susannah Vetsch

27 Years of Experience
Yakima, WA
Broker

Susannah Vetsch is a registered investment advisor at Morgan Stanley, based in Yakima, 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

3909 Castlevale Rdoad, Suite 100, Yakima, WA, 98902

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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

Susannah serves as an executor/co-executor for an estate since December 2022. This estate administration activity does not take place during business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2010 - Present · 16 yrs 1 mo
Morgan Stanley
June 2010 - Present · 16 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - July 2010 · 9 mos
Banc of America Investment Services, INC.Broker
October 2005 - October 2009 · 4 yrs
Banc of America Investment Services, INC.
October 2005 - October 2009 · 4 yrs
Citigroup Global Markets INC.
November 1998 - October 2005 · 6 yrs 11 mos
Citigroup Global Markets INC.Broker
October 1998 - October 2005 · 7 yrs
State Registrations32 states
AKALARAZCACOCTDCFLGAHIIAIDINMDMIMNMOMTNCNMNVNYOHORPATNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Susannah Vetsch - Financial Advisor | TrueAdvisor