PS
PS

Paula Scales

29 Years of Experience
Houston, TX
Broker

Paula Scales is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 29 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

1330 Post Oak Boulevard, Suite 900, Houston, TX, 77056

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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

Paula owns PFS Resume Writing, dedicating minimal time outside of business hours to writing resumes. She also owns M&P Greetings LLC, an online retail store, spending a few hours per week on customer service.

Employment History
Current Registrations
Morgan Stanley
October 2015 - Present · 10 yrs 7 mos
Morgan StanleyBroker
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
Metlife Securities INC.
July 2015 - August 2015 · 1 mo
Metlife Securities INC.Broker
June 2015 - August 2015 · 2 mos
Oppenheimer & CO. INC.
April 2007 - July 2015 · 8 yrs 3 mos
Oppenheimer & CO. INC.Broker
April 2007 - July 2015 · 8 yrs 3 mos
Citigroup Global Markets INC.
September 2004 - April 2007 · 2 yrs 7 mos
Citigroup Global Markets INC.Broker
September 2004 - April 2007 · 2 yrs 7 mos
Raymond James & Associates, INC.
August 2003 - October 2004 · 1 yr 2 mos
Raymond James & Associates, INC.Broker
June 2003 - October 2004 · 1 yr 4 mos
UBS Financial Services INC.Broker
May 2000 - June 2003 · 3 yrs 1 mo
UBS Financial Services INC.
May 2000 - June 2003 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1998 - May 2000 · 2 yrs 4 mos
Smith Barney INC.Broker
May 1996 - January 1998 · 1 yr 8 mos
State Registrations49 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.