Paul Olivo is a registered investment advisor at Morgan Stanley, based in Purchase, NY, 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
2000 Westchester Avenue, 1Nc, Purchase, NY, 10577
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Regulatory History (1)
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Customer Dispute
January 2008Denied
Other Business Activities
Paul is a board member for Fordham Prep Top Corner Club and sole proprietor/owner of Peter and Paul Holdings Co LLC, 917 Columbus LLC, and Read St. Partners LLC, all real estate related. These activities take minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
November 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
November 2023 - Present · 2 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
May 2020 - November 2023 · 3 yrs 6 mos
UBS Financial Services INC.Broker
September 2010 - November 2023 · 13 yrs 2 mos
Citigroup Global Markets INC.
May 2007 - September 2010 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
May 2007 - September 2010 · 3 yrs 4 mos
Citicorp Investment Services
December 2004 - May 2007 · 2 yrs 5 mos
Citicorp Investment ServicesBroker
June 2004 - May 2007 · 2 yrs 11 mos
Citigroup Global Markets INC.Broker
April 2000 - June 2004 · 4 yrs 2 mos
Painewebber IncorporatedBroker
September 1998 - April 1999 · 7 mos
State Registrations41 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.