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Paul Darr

38 Years of Experience
San Antonio, TX
Broker

Paul Darr is a registered investment advisor at Morgan Stanley, based in San Antonio, TX, with 38 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

7600 Broadway, Suite 100, San Antonio, TX, 78209

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History

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.

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Other Business Activities

Paul is involved with two trusts in San Antonio, Texas, since 1999. These activities are investment-related and require minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
September 1990 - June 2009 · 18 yrs 9 mos
Citigroup Global Markets INC.Broker
September 1990 - June 2009 · 18 yrs 9 mos
Lehman Brothers INC.Broker
April 1988 - September 1990 · 2 yrs 5 mos
E. F. Hutton & Company INCBroker
October 1987 - April 1988 · 6 mos
State Registrations15 states
CACOFLILINMAMDMONCOHORSCTXVAWA
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.
Paul Darr - Financial Advisor | TrueAdvisor