SP
SP
Suzanne Priebatsch is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 46 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
28 State Street 26th Floor, Boston, MA, 02109
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Regulatory History (1)
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Customer Dispute
July 2002Denied
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs 2 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
June 1990 - June 2009 · 19 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1986 - June 1990 · 3 yrs 8 mos
New England Securities CorporationBroker
October 1980 - January 1987 · 6 yrs 3 mos
John Hancock Distributors, INC.Broker
January 1980 - January 1981 · 1 yr
John Hancock Mutual Life Insurance CompanyBroker
January 1980 - January 1981 · 1 yr
State Registrations19 states
CACOCTDCDEFLGAILMAMENHNJNVNYPARITXVTWI
AdvisorBroker
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.