PC
PC

Pamela Chasin

26 Years of Experience
Greenwich, CT
Broker

Pamela Chasin is a registered investment advisor at Morgan Stanley, based in Greenwich, CT, with 26 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

One Fawcett Place, 3rd Floor, Greenwich, CT, 06830

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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

Pamela is a partner in Stuy Town LLC, a rental property business in Connecticut, since January 2024. She dedicates minimal time to administrative tasks for this investment-related activity after business hours.

Employment History
Current Registrations
Morgan Stanley
October 2020 - Present · 5 yrs 7 mos
Morgan StanleyBroker
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
UBS Financial Services INC.
November 2013 - October 2020 · 6 yrs 11 mos
UBS Financial Services INC.Broker
October 2013 - October 2020 · 7 yrs
UBS Securities LLCBroker
November 2009 - September 2011 · 1 yr 10 mos
J.P. Morgan Securities INC.Broker
February 2001 - September 2008 · 7 yrs 7 mos
J.P. Morgan Securities INC.Broker
April 1996 - May 2001 · 5 yrs 1 mo
State Registrations39 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.