PC
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Paul Chadwick

25 Years of Experience
Greenwich, CT
Broker

Paul Chadwick is a registered investment advisor at Morgan Stanley, based in Greenwich, CT, with 25 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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Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 2003 - April 2007 · 3 yrs 8 mos
Morgan Stanley Dw INC.Broker
June 2003 - April 2007 · 3 yrs 10 mos
Fahnestock & CO. INC.Broker
January 2003 - May 2003 · 4 mos
Cibc World Markets CORP.Broker
January 2002 - January 2003 · 1 yr
Nationsbanc Montgomery Securities LLCBroker
October 1997 - January 1999 · 1 yr 3 mos
State Registrations41 states
ALAZCACOCTDEFLGAIDILINKSKYLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPARISCSDTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Paul Chadwick - Financial Advisor | TrueAdvisor