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Suzana Naik

8 Years of Experience
Westborough, MA
Broker

Suzana Naik is a registered investment advisor at Morgan Stanley, based in Westborough, MA, 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

1 Technology Drive, Westborough, MA, 01581

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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

Suzana teaches Indian Classical vocal music in Ashland, Massachusetts since 2014. She dedicates minimal time to this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
April 2018 - Present · 8 yrs 1 mo
Morgan StanleyBroker
March 2018 - Present · 8 yrs 2 mos
State Registrations16 states
AZCACOCTDCFLMAMDMNNJNYORSCTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Suzana Naik - Financial Advisor | TrueAdvisor