Susan F Feitelberg

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

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2008-09-05 → 2009-06-01
  Morgan Stanley & Co. Llc
  New York, NY
• 1998-04-10 → 2008-09-08
  Chase Investment Services Corp.
  New York, NY
  New York City, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-16
• S63 Uniform Securities Agent State Law Examination
  1991-12-03

Other Names

• Susan Francis Feitelberg