Rockefeller Capital Management
47yrs
Top advisor by experience in Connecticut
27yrs
Suzanne Weiser
Financial advisor at Morgan Stanley
Based in Stamford, Connecticut, Suzanne Weiser is a fiduciary financial advisor with 27 years of industry experience. Suzanne has been with Morgan Stanley since 2009; before that, Suzanne spent nine years at Citigroup Global Markets. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 937 advisors with offices in Stamford, and one of 883 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 22% by experience nationwide
Office4 Landmark Square 2nd Floor, Stamford, CT 06901
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.
Career
- 2009 – nowMorgan StanleyCurrent firm
- 2000 – 2009Citigroup Global Markets Inc.Previously
Contact Suzanne
4 Landmark Square 2nd FloorStamford, CT 06901Office · Get directions Firm main line(914) 225-5510Headquarters: Morgan Stanley · Purchase, NY Firm websitewww.morganstanley.com
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Questions to ask Suzanne
Tailored to Suzanne’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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?
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 Weiser. Suzanne works from the Stamford, CT office.
How long has Suzanne been a financial advisor?
Suzanne has been in the industry since 1999, about 27 years. Top 22% by experience nationwide.
What licenses does Suzanne hold?
Series 63, Series 65. 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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