Paula Levine is a registered investment advisor at Morgan Stanley, based in Aventura, FL, with 37 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
20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180
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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 2013 - Present · 13 yrs 1 mo
Morgan StanleyBroker
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Oppenheimer & CO. INC.Broker
December 2005 - June 2012 · 6 yrs 6 mos
Smh Capital Advisors, INC.
April 2004 - December 2005 · 1 yr 8 mos
Sanders Morris Harris INC.Broker
December 2003 - December 2005 · 2 yrs
Wachovia Securities, LLCBroker
July 2003 - December 2003 · 5 mos
Prudential Securities IncorporatedBroker
January 2000 - July 2003 · 3 yrs 6 mos
Cibc World Markets CORP.Broker
February 1990 - January 2000 · 9 yrs 11 mos
Wertheim Schroder & CO. IncorporatedBroker
December 1987 - May 1989 · 1 yr 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.