Susannah Michele Townsend

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
  Tampa, FL
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2008-08-01 → 2009-06-01
  Morgan Stanley & Co. Llc
  Tampa, FL
• 2000-03-03 → 2008-08-14
  Ubs Financial Services Inc.
  Tampa, FL
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-01-29
• S63 Uniform Securities Agent State Law Examination
  1992-12-04

Designations

• Certified Financial Planner

Other Names

• Susannah Townsend Malison
• Susannah Malison
• Susannah Michele Townsend Malison