Stifel, Nicolaus & Company
46yrs
Top advisor by experience in Hunt Valley
19yrs
Suzanne Yoder is a fiduciary financial advisor in Hunt Valley, Maryland, with 19 years in the industry. After a year at Citigroup Global Markets, Suzanne joined Morgan Stanley in 2009, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 646 advisors with offices in Hunt Valley, and one of 609 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 58% of advisors in Hunt Valley
Office303 International Circle Suite 500, Hunt Valley, MD 21030
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2009 – nowMorgan StanleyCurrent firm
- Jan 2008 – Jun 2009Citigroup Global Markets Inc.Previously
Contact Suzanne
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Suzanne. 303 International Circle Suite 500Hunt Valley, MD 21030Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Suzanne
Tailored to Suzanne’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Suzanne
How do I contact Suzanne?
Call Morgan Stanley at (914) 225-5510 and ask for Suzanne Yoder. Suzanne works from the Hunt Valley, MD office.
How long has Suzanne been a financial advisor?
Suzanne has been in the industry since 2007, about 19 years. More experience than 58% of advisors in Hunt Valley.
What licenses does Suzanne hold?
Series 66. Tap any license on this page to see what it allows.
Is Suzanne a fiduciary?
Suzanne is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Suzanne paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Suzanne for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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