PB
CFP
PB
CFP
Paul Brehne is a CFP-designated registered investment advisor at Morgan Stanley, based in Morristown, NJ, 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
340 Mount Kemble Avenue, Morristown, NJ, 07960
Get directionsHistory
Regulatory History (2)
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Customer Dispute
March 2002Denied
Customer Dispute
March 1998Denied
Other Business Activities
Paul is a contractor for Brehne Financial Partners LLC (formerly Legacy Financial Partners LLC) since 2014, focusing on investment decisions and advice. This takes minimal time outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
June 2024 - Present · 2 yrs 1 mo
Morgan Stanley
June 2024 - Present · 2 yrs 1 mo
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2014 - June 2024 · 9 yrs 9 mos
Wells Fargo Advisors
September 2014 - June 2024 · 9 yrs 9 mos
Morgan Stanley
June 2009 - October 2014 · 5 yrs 4 mos
Morgan StanleyBroker
June 2009 - October 2014 · 5 yrs 4 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
February 2006 - April 2007 · 1 yr 2 mos
Morgan Stanley Dw INC.Broker
February 2006 - April 2007 · 1 yr 2 mos
Citigroup Global Markets INC.
May 2002 - March 2006 · 3 yrs 10 mos
Citigroup Global Markets INC.Broker
March 1997 - March 2006 · 9 yrs
Dean Witter Reynolds INC.Broker
January 1990 - March 1997 · 7 yrs 2 mos
American Express Financial Advisors INC.Broker
October 1989 - November 1989 · 1 mo
Ids Life Insurance CompanyBroker
October 1989 - November 1989 · 1 mo
State Registrations22 states
CACOCTDCFLGAIDLAMAMIMTNCNJNYOKORPARISCTXVAVT
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.