Susan M Vanspybrook

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

• 10/2012 → 10/2024
  J.P. Morgan Securities Llc
  Northville, MI
• 10/2024 → Present
  Morgan Stanley Smith Barney Llc
  Farmington Hills, MI
• 12/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2012-10-01 → 2024-10-18
  J.P. Morgan Securities Llc
  Northville, MI
  Northville, MI
  Northville, MI
  Wixom, MI
  Wixom, MI
• 2007-03-22 → 2012-10-01
  Chase Investment Services Corp.
  Northville, MI
  Northville, MI
  Northville, MI
  Inkster, MI
  Westland, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-03-24
• S63 Uniform Securities Agent State Law Examination
  2003-10-24

Other Names

• Susan Vanspybrook
• Susan Anderson
• Susan Mary Vanspybrook
• Susan Mary Anderson