PG
PG

Paul Greer

31 Years of Experience
San Antonio, TX
Broker

Paul Greer is a registered investment advisor at Morgan Stanley, based in San Antonio, TX, 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

7600 Broadway, Suite 100, San Antonio, TX, 78209

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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 board member for ChildSafe, a children/youth organization in San Antonio, Texas. He spends minimal time on this fundraising activity.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
December 1994 - June 2009 · 14 yrs 6 mos
Citigroup Global Markets INC.Broker
December 1994 - June 2009 · 14 yrs 6 mos
State Registrations15 states
ARCACODCGAILINLAMONCNYPATNTXWA
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.