SG
SG

Susan Gescheidle

8 Years of Experience
Chicago, IL
Broker

Susan Gescheidle is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 8 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

233 S Wacker Dr., Suite 8600, Chicago, IL, 60606

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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 is a freelance writer for Chicago Gallery News, writing quarterly art reviews of exhibits at Chicago galleries. This takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
January 2022 - Present · 4 yrs 6 mos
Morgan Stanley
January 2022 - Present · 4 yrs 6 mos
Previous Registrations
Fifth Third Securities, INC.
March 2018 - January 2022 · 3 yrs 10 mos
Fifth Third Securities, INC.Broker
September 2017 - January 2022 · 4 yrs 4 mos
State Registrations37 states
AKAZCACOCTDCDEFLGAIAIDILINKSKYLAMDMIMNMOMTNCNHNJNMNVNYOHPARISCTNTXUTVAWAWI
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.
Susan Gescheidle - Financial Advisor | TrueAdvisor