Paul Collins is a registered investment advisor at Morgan Stanley, based in Huntersville, NC, with 31 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
Huntersville, NC
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
August 2017 - Present · 8 yrs 9 mos
Morgan StanleyBroker
August 2017 - Present · 8 yrs 9 mos
Morgan Stanley
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
PNC InvestmentsBroker
May 2005 - April 2017 · 11 yrs 11 mos
PNC Investments
May 2005 - April 2017 · 11 yrs 11 mos
Linsco/private Ledger CORP.Broker
November 2003 - May 2005 · 1 yr 6 mos
Linsco/private Ledger CORP.
November 2003 - May 2005 · 1 yr 6 mos
Riggs Securities INC.
January 2003 - November 2003 · 10 mos
Riggs Securities INC.Broker
September 2002 - November 2003 · 1 yr 2 mos
Wachovia Securities, INC.
June 2002 - September 2002 · 3 mos
Wachovia Securities, INC.Broker
October 2000 - September 2002 · 1 yr 11 mos
First Union Brokerage Services, INC.Broker
April 1998 - October 2000 · 2 yrs 6 mos
First Maryland Brokerage CorporationBroker
May 1994 - March 1998 · 3 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.