Susan CraigCRD Number: 1163703
Current Firm: Morgan Stanley
Susan Craig (CRD# 1163703) is an Investment Advisor Representative working at Morgan Stanley in Winter Haven, FL and has over 3 years of experience in the finance industry.
Allen & Company Of Florida, Inc.
Suntrust Investment Services, Inc.
Nbc Securities, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||3|
|Morgan Stanley||Winter Haven, FL||Feb 2014 - Current||4|
|George D. O'neill Jr.||Lake Wales, FL||Oct 2013 - Dec 2013||< 1|
|3b Medical, Inc.||Lake Wales, FL||Aug 2012 - Aug 2013||1|
|Stationery Loft & Gift Boutique||Lakeland, FL||Jan 2012 - Jun 2012||< 1|
|Unemployed/homemaker||Lake Wales, FL||Jan 2004 - Jun 2012||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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