PC
PC
Paul Capodanno is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 27 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
1747 Pennsylvania Ave, Nw Ste 900, Washington, DC, 20006
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Regulatory History (1)
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Financial
July 2016Final
Other Business Activities
Paul is a board member for the Soccer Association of Columbia, spending minimal time on administrative tasks. He also serves on the advisory board for Casey Cares, dedicating a few hours per week to fundraising and marketing.
Employment History
Current Registrations
Morgan Stanley
August 2022 - Present · 3 yrs 9 mos
Morgan StanleyBroker
May 2022 - Present · 4 yrs
Previous Registrations
Aig Capital Services, INC.Broker
September 2018 - April 2022 · 3 yrs 7 mos
Ohio National Equities, INC.Broker
August 2002 - September 2018 · 16 yrs 1 mo
Sun Life of Canada (U.S.) Distributors, INC.Broker
October 1998 - April 2002 · 3 yrs 6 mos
Putnam Mutual Funds CORP.Broker
May 1997 - September 1997 · 4 mos
State Registrations46 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.