Susan Sheinhaus is a registered investment advisor at Morgan Stanley, based in Stamford, CT, with 25 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
4 Landmark Square, 2nd Floor, Stamford, CT, 06901
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
August 2012 - Present · 13 yrs 9 mos
Morgan StanleyBroker
August 2012 - Present · 13 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
December 2003 - August 2012 · 8 yrs 8 mos
UBS Financial Services INC.Broker
November 2003 - August 2012 · 8 yrs 9 mos
Chase Investment Services CORP.Broker
June 2002 - May 2003 · 11 mos
J.P. Morgan Securities INC.Broker
January 2000 - June 2002 · 2 yrs 5 mos
State Registrations25 states
AZCACOCTDEFLINKYMAMDMENCNHNJNVNYOHPARISCTXVAVTWAWY
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.