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Susan Carole Colletta

Morgan Stanley

Valencia, CA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-31
  • CA RA
    APPROVED
    Since 2026-08-31

Branch Locations

24300 Town Center Dr. Suite 200, Valencia, CA 91355 • 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 Valencia CA 07/2018 Present
Daum Commercial Real Estate Service Valencia CA 09/2017 07/2018
Scv Financial Valencia CA 05/2007 09/2017
  • 07/2018 → Present
    Morgan Stanley
    Valencia, CA
  • 09/2017 → 07/2018
    Daum Commercial Real Estate Service
    Valencia, CA
  • 05/2007 → 09/2017
    Scv Financial
    Valencia, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-31
S63 Uniform Securities Agent State Law Examination 2025-11-18
  • S65 Uniform Investment Adviser Law Examination
    2026-08-31
  • S63 Uniform Securities Agent State Law Examination
    2025-11-18
Other Names
  • Susan Carole Colletta
  • Susan Carole Wells
  • Susan Carole Churchfield

View on SEC IAPD

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Other Offices

PROSPERITAS FINANCIAL, LLC · VALENCIA, CA
PROSPERITAS FINANCIAL, LLC · Valencia, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Valencia, CA
PROSPERITAS FINANCIAL, LLC · Valencia, CA
OSAIC WEALTH, INC. · SANTA CLARITA, CA
PROSPERITAS FINANCIAL, LLC · Valencia, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · VALENCIA, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · VALENCIA, CA

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