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Paul Pavelski is a registered investment advisor at Morgan Stanley, based in Barrington, IL, with 36 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
760 West Main Street, Barrington, IL, 60010
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Regulatory History (4)
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Customer Dispute
June 2024Settled
Customer Dispute
May 2022Denied
Customer Dispute
November 2008Settled
Customer Dispute
May 2002Settled
Other Business Activities
Paul owns and manages a commercial rental property in Antioch, Illinois, since 2016. He spends a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Morgan Stanley
February 2024 - Present · 2 yrs 3 mos
Morgan StanleyBroker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Landolt Securities, INC.
September 2005 - March 2024 · 18 yrs 6 mos
Landolt Securities, INC.Broker
September 2005 - March 2024 · 18 yrs 6 mos
Oberweis Securities, INC.Broker
October 1999 - September 2005 · 5 yrs 11 mos
Geneva Securities,inc.Broker
November 1989 - October 1999 · 9 yrs 11 mos
State Registrations47 states
AKALARAZCACOCTDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSNCNENHNJNMNVNYOHORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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.