PA
PA
Paul Annunziato is a registered investment advisor at Morgan Stanley, based in Jericho, NY, with 33 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
Two Jericho Plaza, Jericho, NY, 11753
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Regulatory History (1)
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Customer Dispute
October 2011Denied
Other Business Activities
Paul is the President and holds 40% ownership in Sooner or Latte, USA, a concierge and marketing coffee service, spending a few hours per week on oversight and strategic review. He is also a Zoning Board Member for the Village of Mill Neck, NY, dedicating minimal time to administrative tasks.
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - February 2011 · 1 yr 8 mos
Morgan Stanley & CO. Incorporated
July 2008 - June 2009 · 11 mos
Morgan Stanley & CO. IncorporatedBroker
July 2008 - June 2009 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1993 - July 2008 · 14 yrs 10 mos
Thomas James Associates, INC.Broker
September 1992 - August 1993 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.