SD
SD

Susan Davis

18 Years of Experience
Paramus, NJ
Broker

Susan Davis is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 18 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

61 South Paramus Road, 3rd Floor, Paramus, NJ, 07652

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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

Susan owns True North Mahwah LLC, which purchases real estate for resale or rent, dedicating minimal time to it. She is also a limited partner in SAGAMA LLC, which owns the building for her husband's law firm, requiring minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2025 - Present · 11 mos
Morgan StanleyBroker
May 2025 - Present · 1 yr
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2015 - June 2025 · 9 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2015 - June 2025 · 9 yrs 11 mos
UBS Financial Services INC.Broker
July 2012 - July 2015 · 3 yrs
UBS Financial Services INC.
July 2012 - July 2015 · 3 yrs
Morgan Stanley Smith Barney LLC
June 2009 - July 2012 · 3 yrs 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - July 2012 · 3 yrs 1 mo
Morgan Stanley & CO. Incorporated
October 2007 - June 2009 · 1 yr 8 mos
Morgan Stanley & CO. IncorporatedBroker
September 2007 - June 2009 · 1 yr 9 mos
State Registrations18 states
ALAZCACOCTFLLAMDMONCNHNJNYORPASCTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.