Susana M Alvarado Jimenez

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

• 01/2023 → Present
  E*Trade Securities Llc
  Alpharetta, GA
• 08/2016 → 05/2020
  St. Lawrence University
  Canton, NY
• 07/2017 → 08/2018
  Sono Seaport Seafood Inc.
  Norwalk, CT
• 06/2017 → 08/2017
  Don Carmelos Restaurant
  Norwalk, CT
• 04/2020 → 12/2020
  Person 2 Person
  Norwalk, CT
• 01/2021 → 06/2021
  Focus Doctors Of Optometry
  Norwalk, CT
• 03/2021 → 12/2022
  Law Office Of Donna M. Kelly, Esq. - Ladies Settlement
  White Plains, NY
• 08/2016 → Present
  Amway Corp
  Norwalk, CT
• 09/2023 → Present
  Morgan Stanley
  Atlanta, GA

Other Businesses

*541825 - Amway; Investment related - No; Ada, Michigan; Retail/Online Stores, Wholesale/Distribution; saleswoman (proprietor, partner, officer, director, employee, trustee, agent); 08/2016; During business hours: 1; After business hours: 4; Sales/Marketing

Exams

• S66 Uniform Combined State Law Examination
  2026-04-08
• S63 Uniform Securities Agent State Law Examination
  2023-05-24

Other Names

• Susana M Alvarado
• Susana Alvarado
• Susana Alvarado Jimenez
• Susana M Alvarado Jimenez