PC
PC
Paul Chavenson is a registered investment advisor at Morgan Stanley, based in Blue Bell, PA, with 43 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
1787 Sentry Parkway West, Building 18 Street 440, Blue Bell, PA, 19422
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Regulatory History (6)
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Customer Dispute
February 2011Denied
Customer Dispute
May 2006Settled
Customer Dispute
June 2005Denied
Customer Dispute
February 2003Settled
Customer Dispute
June 2002Denied
Customer Dispute
April 2001Denied
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
September 2006 - April 2007 · 7 mos
Morgan Stanley Dw INC.Broker
March 2001 - April 2007 · 6 yrs 1 mo
Legg Mason Wood Walker, IncorporatedBroker
September 1997 - March 2001 · 3 yrs 6 mos
Prudential Securities IncorporatedBroker
May 1989 - September 1997 · 8 yrs 4 mos
Drexel Burnham Lambert IncorporatedBroker
November 1985 - June 1989 · 3 yrs 7 mos
Halpert, Oberst and CompanyBroker
November 1984 - November 1985 · 1 yr
Charles Schwab & CO., INC.Broker
July 1983 - November 1984 · 1 yr 4 mos
Patten Securities CORP.Broker
February 1983 - July 1983 · 5 mos
State Registrations20 states
CACOCTDCDEFLGAILLAMAMDMENCNHNJNYPASCTXVT
AdvisorBrokerBoth
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
No exam information available for this advisor.