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Paul Hebert is a registered investment advisor at Morgan Stanley, based in Glens Falls, 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
86 Glen Street, 3rd Floor, Glens Falls, NY, 12801
Get directionsHistory
Regulatory History (2)
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Customer Dispute
January 2006Settled
Customer Dispute
April 2001Closed-No Action
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
October 2006 - June 2009 · 2 yrs 8 mos
Uvest Financial Services Group, INC.
January 2004 - October 2006 · 2 yrs 9 mos
Uvest Financial Services Group, INC.Broker
January 2004 - October 2006 · 2 yrs 9 mos
Troy Financial Investment Services Group, INC.Broker
March 2003 - March 2004 · 1 yr
Merrill Lynch Pierce Fenner & Smith INC.
September 2001 - February 2003 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1999 - February 2003 · 4 yrs 1 mo
State Registrations24 states
AKAZCOCTDEFLILINMAMDMIMONCNHNJNYOHORPASCTXVAVTWA
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.