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Suzanne Spano

24 Years of Experience
Washington, DC
Broker

Suzanne Spano is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 24 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

1747 Pennsylvania Ave, Nw Ste 900, Washington, DC, 20006

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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 a trustee for a trust in Vienna, Virginia, dedicating a few hours per week during business hours. She also owns rental property in Richfield, Minnesota, spending a few hours per week on property management after business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
July 2007 - June 2009 · 1 yr 11 mos
Morgan Stanley & CO. IncorporatedBroker
June 2007 - June 2009 · 2 yrs
Scott & Stringfellow, INC.Broker
February 2005 - April 2007 · 2 yrs 2 mos
Windsor Group, LLCBroker
April 2004 - March 2005 · 11 mos
Deloitte & Touche Corporate Finance LLCBroker
November 2001 - March 2004 · 2 yrs 4 mos
State Registrations41 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.