SC
SC

Suzanne Christian

11 Years of Experience
Charlotte, NC
Broker

Suzanne Christian is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, with 11 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
Loading...

Location

6805 Carnegie Boulevard, Suite 400, Charlotte, NC, 28211

Get directions

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.

Learn about disclosures →
Other Business Activities

Suzanne is a leader for La Leche League, a non-profit organization providing mother-to-mother breastfeeding support, since 2017. She dedicates minimal time to this activity.

Employment History
Current Registrations
Morgan StanleyBroker
April 2021 - Present · 5 yrs 1 mo
Morgan Stanley
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Truist Advisory Services, INC.
February 2021 - April 2021 · 2 mos
Truist Investment Services, INC.Broker
February 2021 - April 2021 · 2 mos
Bb&t Securities, LLCBroker
June 2017 - February 2021 · 3 yrs 8 mos
Bb&t Securities, LLC
June 2017 - February 2021 · 3 yrs 8 mos
Robert W. Baird & CO. Incorporated
May 2015 - June 2017 · 2 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
December 2014 - June 2017 · 2 yrs 6 mos
State Registrations39 states
ALAZCACOCTDCDEFLGAIDILINKSKYLAMAMDMEMIMNMOMSNCNJNMNVNYOHORPARISCTNTXUTVAWAWVWY
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.
Suzanne Christian - Financial Advisor | TrueAdvisor