Susan Teresa Dudek

West Conshohocken, PA

CRD 3127077

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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:

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2015-10-05
PA	RA	APPROVED	2014-01-09

TX RA
APPROVED

Since 2015-10-05
PA RA
APPROVED

Since 2014-01-09

Branch Locations

100 Front Street Suite 600, West Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Conshohocken	PA	04/2018	Present
Morgan Stanley Smith Barney	Media	PA	06/2009	04/2018

04/2018 → Present

Morgan Stanley

Conshohocken, PA
06/2009 → 04/2018

Morgan Stanley Smith Barney

Media, PA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1998-12-08

S63 Uniform Securities Agent State Law Examination

1998-12-08

View on SEC IAPD

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