Paul Kirby is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 42 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
28 State Street 26th Floor, Boston, MA, 02110
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Regulatory History (2)
Criminal
July 2020Customer Dispute
June 2006Other Business Activities
Paul is a non-officer on a non-voting advisory board for a local charitable group, Cape Cod Foundation, since October 2019. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Bear, Stearns & CO. INC.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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