SP
SP

Susan Palmer

47 Years of Experience
Riverhead, NY
Broker

Susan Palmer is a registered investment advisor at Morgan Stanley, based in Riverhead, NY, with 47 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

611 East Main Street, Riverhead, NY, 11901

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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 general partner in the Canterbury Road Limited Partnership, a family limited partnership, since 2007, dedicating about 10-20% of her time to it. She is also involved with the NY Metro Women's Business Development Council and has a personal loan.

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
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
May 1988 - July 1993 · 5 yrs 2 mos
E. F. Hutton & Company INCBroker
February 1979 - May 1988 · 9 yrs 3 mos
First Investors CorporationBroker
May 1978 - July 1978 · 2 mos
State Registrations29 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Susan Palmer - Financial Advisor | TrueAdvisor