Vima
46yrs
Top advisor by experience in Troy
11yrs
Sudarshan Kumar
Financial advisor at Morgan Stanley
Based in Troy, Michigan, Sudarshan Kumar is a fiduciary financial advisor with 11 years of industry experience. Sudarshan joined Morgan Stanley in 2016, 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 778 advisors with offices in Troy, and one of 725 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office101 West Big Beaver Road Suite 1200, Troy, MI 48084
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 ?1 state
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
- 2016 – nowMorgan StanleyCurrent firm
Contact Sudarshan
101 West Big Beaver Road Suite 1200Troy, MI 48084Office · Get directions Firm main line(914) 225-5510Headquarters: Morgan Stanley · Purchase, NY Firm websitewww.morganstanley.com
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Questions to ask Sudarshan
Tailored to Sudarshan’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 Sudarshan
How do I contact Sudarshan?
Call Morgan Stanley at (914) 225-5510 and ask for Sudarshan Kumar. Sudarshan works from the Troy, MI office.
How long has Sudarshan been a financial advisor?
Sudarshan has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Sudarshan hold?
Series 66. Tap any license on this page to see what it allows.
Is Sudarshan a fiduciary?
Sudarshan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sudarshan 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 Sudarshan 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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