PB
PB

Paul Brown

18 Years of Experience
Winter Park, FL
Broker

Paul Brown is a registered investment advisor at Morgan Stanley, based in Winter Park, FL, with 18 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

250 Park Avenue South, Suite 500, Winter Park, FL, 32789

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Paul is a passive owner of an advertising sales business since 2005 and a board member and on the finance committee for Millenium Rowing Association, Inc., a non-profit, since 2022. These activities require minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 2008 - June 2009 · 1 yr 4 mos
Citigroup Global Markets INC.Broker
January 2008 - June 2009 · 1 yr 5 mos
State Registrations34 states
AKALAZCACOCTDCDEFLGAILINMAMDMNMOMSMTNCNHNJNYOHORPARISCTNTXUTVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.