Susan Potter is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
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Location
28 State Street 26th Floor, Boston, MA, 02109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Susan is treasurer and director of Kaiowaza, Inc., a family-owned corporation and vacation house, and a member of investment and financial advisory committees for the Society of St. John the Evangelist. She also serves on the board of the Cornell Rowing Association and Head of the Charles, and owns a rental property with her sister.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley
Foreside Fund Services, LLCBroker
Quasar Distributors, LLCBroker
Mbsc Securities CorporationBroker
State Registrations35 states
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