Vincent Suter is a registered investment advisor at Morgan Stanley, based in Waukesha, WI, with 28 years of industry experience. Vincent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
20975 Swenson Drive, Suite 300, Waukesha, WI, 53186
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Regulatory History (2)
Regulatory
July 2019Customer Dispute
March 2009Other Business Activities
Vincent owns rental properties through Blackhawk Partners, LLC (since 2018) and as a sole proprietor (since 2019), dedicating minimal time to these activities. He is also a board member for the PGA of America-Wisconsin Chapter, spending a few hours per week on administrative and marketing tasks.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations38 states
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.
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