Margaret Sutherland, financial advisor West Palm Beach FL
90 score

Margaret Sutherland

CRD Number: 1066330
Current Firm: Morgan Stanley

Margaret Sutherland (CRD# 1066330) is an Investment Advisor Representative working at Morgan Stanley in West Palm Beach, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley West Palm Beach, FL May 2013 - Current 3
Ubs Painewebber Inc. Palm Beach, FL Mar 2001 - May 2013 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
Contact Info for Margaret M. Sutherland
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • TX
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
90
Clean Record
This advisor has a clean track record with regulators.

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