Susan Wanamaker, financial advisor Cleveland OH
93 score

Susan Wanamaker

CRD Number: 1084399
Current Firm: Morgan Stanley

Susan Wanamaker (CRD# 1084399) is an Investment Advisor Representative working at Morgan Stanley in Cleveland, OH and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Cleveland, OH Jun 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney LLC Pepper Pike, OH Apr 2013 - Jun 2015 2
Unemployed/homemaking Chagrin Falls, OH Jan 2012 - Apr 2013 1
Burkhart & Co Cleveland, OH Oct 2010 - Jan 2012 1
Gries Financial Cleveland, OH Sep 2007 - Sep 2010 3
Bucks County Community College Newtown, PA Sep 2001 - Aug 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1985
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Susan M. Wanamaker
Phone Number: 914-225-5510
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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