Susu Cheung

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

• 03/2005 → 11/2018
  Ubs International Inc.
  Coral Gables, FL
• 01/2010 → 11/2018
  Ubs Financial Services Inc.
  Coral Gables, FL
• 11/2018 → Present
  Morgan Stanley
  Coral Gables, FL
• 11/2018 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2010-01-01 → 2018-12-06
  Ubs Financial Services Inc.
  Coral Gables, FL
• 2005-04-05 → 2010-01-01
  Ubs International Inc.
  Coral Gables, FL
  Coral Gables, FL
• 2004-10-26 → 2005-04-05
  Citicorp Investment Services
  Miami, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-05
• S63 Uniform Securities Agent State Law Examination
  2000-08-28

Other Names

• Susu Habicht
• Susu Cheung-Ferrand