Paul Sheeks is a registered investment advisor at Morgan Stanley, based in Hudson, OH, with 39 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
36 East Streetsboro Street, Hudson, OH, 44236
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Regulatory History (2)
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Customer Dispute
June 2005Settled
Customer Dispute
October 2002Denied
Other Business Activities
Paul is on the finance committee for Grace House Akron, a charitable non-profit organization. This activity is administrative and does not take place during business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
January 2001 - June 2009 · 8 yrs 5 mos
Citigroup Global Markets INC.Broker
November 2000 - June 2009 · 8 yrs 7 mos
Prudential Securities IncorporatedBroker
January 1987 - November 2000 · 13 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.