PB
PB
Paul Bomwell is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, 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
595 South Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2008Settled
Employment History
Current Registrations
Morgan Stanley
September 2020 - Present · 5 yrs 10 mos
Morgan StanleyBroker
September 2020 - Present · 5 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
November 2000 - October 2020 · 19 yrs 11 mos
UBS Financial Services INC.Broker
November 2000 - October 2020 · 19 yrs 11 mos
J. B. Hanauer & CO.Broker
August 1986 - November 2000 · 14 yrs 3 mos
State Registrations32 states
AKALAZCACOCTDCDEFLGAILINLAMAMDMEMINCNHNJNMNVNYOHORPARISCTXVAWIWY
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.