Paula Love is a registered investment advisor at Morgan Stanley, based in Castro Valley, CA, with 33 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
Castro Valley, CA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
April 2025 - Present · 1 yr 1 mo
Morgan StanleyBroker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
RBC Capital Markets, LLCBroker
June 2022 - July 2024 · 2 yrs 1 mo
RBC Capital Markets, LLC
June 2022 - July 2024 · 2 yrs 1 mo
Wells Fargo Clearing Services, LLC
August 2021 - March 2022 · 7 mos
Wells Fargo Clearing Services, LLCBroker
August 2021 - March 2022 · 7 mos
Charles Schwab & CO., INC.
November 2019 - January 2021 · 1 yr 2 mos
Charles Schwab & CO., INC.Broker
June 2017 - January 2021 · 3 yrs 7 mos
Fidelity Brokerage Services LLCBroker
December 2012 - November 2016 · 3 yrs 11 mos
Charles Schwab & CO., INC.
February 2006 - December 2012 · 6 yrs 10 mos
Charles Schwab & CO., INC.Broker
April 2003 - December 2012 · 9 yrs 8 mos
Salomon Smith Barney INC.Broker
January 2001 - December 2002 · 1 yr 11 mos
Dean Witter Reynolds INC.Broker
November 2000 - December 2000 · 1 mo
Morgan Stanley Dean Witter Online INC.Broker
May 1999 - November 2000 · 1 yr 6 mos
Charles Schwab & CO., INC.Broker
May 1989 - September 1997 · 8 yrs 4 mos
Charles Schwab & CO., INC.Broker
June 1988 - September 1997 · 9 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.