Raymond Edgar Sutch

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → Present
  Morgan Stanley Smith Barney
  Chestertown, MD
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2008-09-05 → 2010-11-19
  Wells Fargo Clearing Services, Llc
  Annapolis, MD
  Annapolis, MD
  Columbia, MD
• 2002-06-03 → 2008-09-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Annapolis, MD
  Annapolis, MD

Other Businesses

*470706- Queen Anne's County High School; Investment related -No; Centreville, Maryland; Recreation; Baseball Coach (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 10; After business hours: 14; Coaching

Exams

• S66 Uniform Combined State Law Examination
  2002-05-30

Other Names

• Raymond Edgar Sutch Iii
• Raymond Edgar Sutch
• Raymond Edgar Sutch Iii