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Susan Yedlicka
16 Years of Experience
Corral de Tierra, CA
1 DisclosureBroker
Susan Yedlicka is a registered investment advisor at Morgan Stanley, based in Corral de Tierra, CA, with 16 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
Corral de Tierra, CA
Get directionsHistory
Regulatory History (1)
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Criminal
October 1979Final Disposition
Employment History
Current Registrations
Morgan Stanley
December 2016 - Present · 9 yrs 5 mos
Morgan Stanley
December 2016 - Present · 9 yrs 5 mos
Morgan StanleyBroker
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
RBC Capital Markets, LLC
July 2011 - December 2016 · 5 yrs 5 mos
RBC Capital Markets, LLCBroker
August 2010 - December 2016 · 6 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2007 - August 2007 · 7 mos
Morgan Stanley Dw INC.Broker
June 2006 - August 2006 · 2 mos
State Registrations10 states
AZCACOCTHIIDMANVTNTX
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.