PK
CFA
PK
CFA

Paula Kalandiak

28 Years of Experience
Beverly Hills, CA
Broker

Paula Kalandiak is a CFA-designated registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 28 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

9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212

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History

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.

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Other Business Activities

Paula is a board member for WISH Forward, a public school organization, since January 2021. She spends minimal time on fundraising activities outside of business hours.

Employment History
Current Registrations
Morgan Stanley
March 2021 - Present · 5 yrs 2 mos
Morgan StanleyBroker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2014 - March 2021 · 6 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
June 2014 - March 2021 · 6 yrs 9 mos
Wedbush Securities INC.Broker
February 2010 - July 2014 · 4 yrs 5 mos
Broadpoint Capital, INC.Broker
October 2006 - January 2008 · 1 yr 3 mos
Roth Capital Partners, LLCBroker
March 2004 - October 2006 · 2 yrs 7 mos
Wells Fargo Securities, LLCBroker
September 2000 - March 2004 · 3 yrs 6 mos
Wedbush Morgan Securities INC.Broker
June 1998 - August 2000 · 2 yrs 2 mos
Asb Financial ServicesBroker
December 1994 - September 1996 · 1 yr 9 mos
Kidder, Peabody & CO. IncorporatedBroker
July 1993 - December 1994 · 1 yr 5 mos
State Registrations30 states
ALAZCACOCTDCDEFLGAHIIDILLAMAMDMINCNJNMNVNYOHORPATNTXVAWAWIWY
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.
Paula Kalandiak - Financial Advisor | TrueAdvisor