Paul Kirby is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
28 State Street 26th Floor, Boston, MA, 02110
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Regulatory History (2)
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Criminal
July 2020Final Disposition
Customer Dispute
June 2006Settled
Other 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
May 2020 - Present · 6 yrs 2 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
December 2002 - February 2005 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
October 2000 - April 2007 · 6 yrs 6 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
December 1995 - October 2000 · 4 yrs 10 mos
Bear, Stearns & CO. INC.Broker
April 1984 - December 1995 · 11 yrs 8 mos
State Registrations27 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.