Susan Milanak, financial advisor Lake Forest IL

Susan Milanak

CRD Number: 2787875
Current Firm: Morgan Stanley

Susan Milanak (CRD# 2787875) is an Investment Advisor Representative working at Morgan Stanley in Lake Forest, IL and has over 17 years of experience in the finance industry. Susan Milanak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Vero Beach, FL Sep 2022 - Current 1
Morgan Stanley Private Bank, N.a New York, NY Sep 2022 - Current 1
Morgan Stanley Smith Barney LLC Lake Forest, IL Sep 2022 - Current 1
Lpl Financial, LLC Lake Forest, IL Jan 2009 - Sep 2022 13
Gem Financial Advisors, Inc. Lake Forest, IL May 2012 - Dec 2020 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2006
Contact Info for Susan R. Milanak
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
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 investment companies (as well as "business development companies")
  • 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, WY

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