SA
CFP · ChFC
SA
CFP · ChFC

Susan Alvanos

27 Years of Experience
Springfield, MA
Broker

Susan Alvanos is a CFP, ChFC-designated registered investment advisor at Morgan Stanley, based in Springfield, MA, 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

1500 Main Street, 19th Floor, Springfield, MA, 01115

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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 owns multiple real estate properties, some investment-related and some not. She also has outside employment with Your Team LLC.

Employment History
Current Registrations
Morgan Stanley
March 2025 - Present · 1 yr 2 mos
Morgan StanleyBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Ameriprise Financial Services, LLC
May 2023 - March 2025 · 1 yr 10 mos
Ameriprise Financial Services, LLC
February 2014 - December 2022 · 8 yrs 10 mos
Ameriprise Financial Services, LLCBroker
December 1998 - March 2025 · 26 yrs 3 mos
Ids Life Insurance CompanyBroker
December 1998 - July 2006 · 7 yrs 7 mos
State Registrations29 states
CACOCTFLGAHIILINKYMAMDMEMNNCNHNJNVNYOHOKORPARISCTXVAVTWAWI
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.
Susan Alvanos - Financial Advisor | TrueAdvisor