SL
SL

Suzanne Lengyel

17 Years of Experience
New York, NY
Broker

Suzanne Lengyel is a registered investment advisor at Morgan Stanley, based in New York, NY, with 17 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

399 Park Avenue, 12th Floor, New York, NY, 10022

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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

Suzanne is an agent under a Power of Attorney (POA) since May 2019. She is also involved with a trust in Hobe Sound, FL since July 2020, which is investment-related.

Employment History
Current Registrations
Morgan Stanley
May 2010 - Present · 16 yrs
Morgan StanleyBroker
May 2010 - Present · 16 yrs
Previous Registrations
Hsbc Securities (USA) INC.
November 2009 - April 2010 · 5 mos
Hsbc Securities (USA) INC.Broker
November 2008 - April 2010 · 1 yr 5 mos
State Registrations34 states
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Exams
No exam information available for this advisor.