Susan M Mulvehill

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

• 10/2015 → 10/2016
  Ubs Financial Services Inc.
  Jericho, NY
• 03/2022 → Present
  Morgan Stanley
  Melville, NY
• 11/2016 → 11/2017
  Self-Employed
  Huntington, NY
• 11/2017 → 03/2022
  Evo Payments International
  Melville, NY

Previous Registrations

• 2015-10-22 → 2016-11-04
  Ubs Financial Services Inc.
  Jericho, NY
• 2009-01-30 → 2015-10-19
  Wells Fargo Clearing Services, Llc
  Garden City, NY
  New York, NY
• 2007-10-01 → 2009-02-05
  Morgan Stanley & Co. Llc
  Garden City, NY

Other Businesses

*491111- Parts and Labor Design; Investment related No; New York, New York; Manufacturing; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 06/2017; During business hours: 0; After business hours: 20; Accounting/Bookkeeping

Exams

• S66 Uniform Combined State Law Examination
  2024-06-23

Other Names

• Susan Maria Wolf
• Susan Maria Mulvehill