EP
EP
Edward Paskin is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, 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
Boca Raton, FL
Get directionsHistory
Regulatory History (2)
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Customer Dispute
January 2003Denied
Customer Dispute
February 2002Denied
Employment History
Current Registrations
Morgan Stanley
March 2025 - Present · 1 yr 2 mos
Morgan Stanley
March 2025 - Present · 1 yr 2 mos
Morgan StanleyBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Janney Montgomery Scott LLC
April 2018 - March 2025 · 6 yrs 11 mos
Janney Montgomery Scott LLCBroker
April 2018 - March 2025 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2010 - April 2018 · 7 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2010 - April 2018 · 7 yrs 5 mos
Morgan Stanley Smith BarneyBroker
June 2009 - December 2010 · 1 yr 6 mos
Morgan Stanley Smith Barney LLC
June 2009 - December 2010 · 1 yr 6 mos
Citigroup Global Markets INC.
April 2008 - June 2009 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
April 2008 - June 2009 · 1 yr 2 mos
UBS Financial Services INC.
January 2003 - April 2008 · 5 yrs 3 mos
UBS Financial Services INC.Broker
January 2003 - April 2008 · 5 yrs 3 mos
Prudential Securities Incorporated
April 2002 - January 2003 · 9 mos
Prudential Securities IncorporatedBroker
January 2001 - January 2003 · 2 yrs
Dean Witter Reynolds INC.Broker
October 1998 - January 2001 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1992 - October 1998 · 5 yrs 11 mos
State Registrations7 states
FLNCNJNYPATNTX
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.