Paul Shoemaker is a CFP-designated registered investment advisor at Morgan Stanley, based in South Jordan, UT, 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
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IM Fee
Assets Under Management
Fee Structure
Location
South Jordan, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is a partner in Shoe Holdings LLC, a rental property business, and Magnolia Event Center LLC, a recreation/arts business, both since January 2024. He spends minimal time on administrative tasks for these ventures outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
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