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Paul Payne is a registered investment advisor at Morgan Stanley, based in Chattanooga, TN, 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
820 Broad Street, Chattanooga, TN, 37402
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Regulatory History (1)
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Customer Dispute
April 2021Denied
Other Business Activities
Paul is a freelance writer for Chattanoogan.com since 2019 and Global Golf Post since 2024, spending a few hours per week on these activities combined.
Employment History
Current Registrations
Morgan Stanley
July 2021 - Present · 4 yrs 10 mos
Morgan StanleyBroker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1994 - August 2021 · 27 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1994 - August 2021 · 27 yrs 4 mos
Blount Parrish & Roton, INC.Broker
March 1990 - March 1994 · 4 yrs
Thornton, Farish & GaunttBroker
February 1985 - March 1990 · 5 yrs 1 mo
John Hancock Distributors, INC.Broker
July 1984 - January 1985 · 6 mos
State Registrations15 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.