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Susan V Frazier

Morgan Stanley

Ormond Beach, FL

CRD 7537058

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-27
FL RA APPROVED 2024-09-17
  • TX RA
    APPROVED
    Since 2024-09-27
  • FL RA
    APPROVED
    Since 2024-09-17

Branch Locations

285 Clyde Morris Boulevard Street 100, Ormond Beach, FL 32174 • 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
OrganizationCityStateFromTo
Morgan Stanley Ormond Beach FL 05/2022 Present
Southern Title Holding Company Daytona Beach FL 12/2015 04/2022
  • 05/2022 → Present
    Morgan Stanley
    Ormond Beach, FL
  • 12/2015 → 04/2022
    Southern Title Holding Company
    Daytona Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-14
  • S66 Uniform Combined State Law Examination
    2024-09-14
Other Names
  • Susan Valerie Dennis

View on SEC IAPD

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Nearby Investors

WADE LEE ROWDON
KEITH JOHN STORMS
Robert George Hallock

Nearby Offices

STORMS & ROWDON FINANCIAL SERVICES, INC. · ORMOND BEACH, FL
HORNOR, TOWNSEND & KENT, LLC · ORMOND BEACH, FL
COMPASS FINANCIAL ADVISORY SERVICES, LLC · ORMOND BEACH, FL

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