Susan Kim

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

• 06/2020 → 01/2023
  Morgan Stanley
  New York, NY
• 05/2017 → 07/2019
  J.P Morgan
  Brooklyn, NY
• 07/2019 → 06/2020
  Jp Morgan
  New York, NY
• 10/2014 → 02/2020
  Weehawken Charthouse Restaurant
  Weehawken, NJ
• 09/2016 → 04/2017
  Ubs Financial Services
  Mount Laurel, NJ
• 09/2013 → 05/2017
  Rutgers University
  New Jersey, NJ
• 01/2023 → 07/2026
  J.P. Morgan Institutional Investments Inc.
  New York, NY
• 01/2023 → 07/2026
  J.P. Morgan Investment Management Inc.
  New York, NY
• 07/2026 → Present
  Morgan Stanley
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-22
• S63 Uniform Securities Agent State Law Examination
  2022-02-25