Paul Cusma is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 24 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
4890 West Kennedy Boulevard Suite 700, Tampa, FL, 33609
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Regulatory History (3)
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Financial
October 2016Final
Financial
October 2016Final
Customer Dispute
June 2009Settled
Employment History
Current Registrations
Morgan Stanley
September 2011 - Present · 14 yrs 8 mos
Morgan StanleyBroker
September 2011 - Present · 14 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - September 2011 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - September 2011 · 1 yr 11 mos
Banc of America Investment Services, INC.
December 2003 - October 2009 · 5 yrs 10 mos
Banc of America Investment Services, INC.Broker
November 2003 - October 2009 · 5 yrs 11 mos
A. G. Edwards & Sons, INC.
March 2002 - December 2003 · 1 yr 9 mos
A. G. Edwards & Sons, INC.Broker
March 2002 - December 2003 · 1 yr 9 mos
Edward JonesBroker
June 2000 - July 2000 · 1 mo
State Registrations29 states
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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.