Paul Attwater is a registered investment advisor at Morgan Stanley, based in Wichita, KS, 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
1617 North Waterfront Parkway, Suite 200, Wichita, KS, 67206
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Regulatory History (1)
Criminal
April 1981Other Business Activities
Paul owns PRAIII LLC, a conceptual idea that has not developed, and spends minimal time on it. He is also involved with Attwater Holdings LLC (real estate), several trusts, Wichita State University's Barton School of Business (student advisor), DeForest Family Farms, and JD4 Ranch, dedicating a few hours per week to each of the latter investment-related activities.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Dean Witter Reynolds INC.Broker
State Registrations53 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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