PG
CFP
PG
CFP

Pamela Gold

26 Years of Experience
Worcester, MA
Broker

Pamela Gold is a CFP-designated registered investment advisor at Morgan Stanley, based in Worcester, MA, 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

100 Front Street, Worcester, MA, 01608

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Pamela owns real estate in Narragansett, Rhode Island, and is involved in lending in Shrewsbury, Massachusetts. She also serves on the Advisory Board for the Bryant University Center for Women in Finance and Leadership, dedicating minimal time outside of business hours to advise on programming and attract more women to the University.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
April 2005 - June 2009 · 4 yrs 2 mos
Citigroup Global Markets INC.Broker
October 2004 - June 2009 · 4 yrs 8 mos
Lincoln Financial Advisors CorporationBroker
August 2001 - October 2004 · 3 yrs 2 mos
The Lincoln National Life Insurance CompanyBroker
August 2001 - October 2004 · 3 yrs 2 mos
Cigna Financial Services, INC.Broker
December 1998 - June 2000 · 1 yr 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.