Susan A Gescheidle

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

• 08/2012 → 01/2022
  Fifth Third Bank
  Highland Park, IL
• 09/2017 → 01/2022
  Fifth Third Securities
  Highland Park, IL
• 01/2022 → Present
  Morgan Stanley
  Chicago, IL
• 10/2014 → 02/2023
  Anthropologie/Urban Outfiters
  Highland Park, IL

Previous Registrations

• 2018-03-30 → 2022-01-18
  Fifth Third Securities, Inc.
  Lake Forest, IL
  Glenview, IL
  Highland Park, IL
  Gurnee, IL
  Highland Park, IL
  Glenview, IL
  Libertyville, IL
  Vernon Hills, IL
  Lincolnshire, IL

Other Businesses

*631306 - CHICAGO GALLERY NEWS; Investment Related - No; CHICAGO, Illinois; Art/Culture; FREELANCE WRITER (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2025; During Business Hours: 0; After Business Hours: 4; WRITE QUARTERLY ART REVIEWS OF EXHIBITS AT CHICAGO GALLERIES.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-30
• S63 Uniform Securities Agent State Law Examination
  2017-10-20

Other Names

• Susan Ann Graf
• Susan Ann Taylor