PM
PM
Paul Mulvihill
27 Years of Experience
Garden City, NY
1 DisclosureBroker
Paul Mulvihill is a registered investment advisor at Morgan Stanley, based in Garden City, NY, 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
1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530
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Regulatory History (1)
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Customer Dispute
April 2006Denied
Employment History
Current Registrations
Morgan Stanley
September 2022 - Present · 3 yrs 8 mos
Morgan StanleyBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
January 2009 - November 2022 · 13 yrs 10 mos
UBS Financial Services INC.Broker
January 2009 - November 2022 · 13 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1999 - January 2009 · 10 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1998 - January 2009 · 10 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.