PS
PS
Paul Sjogren
25 Years of Experience
Coral Springs, FL
1 DisclosureBroker
Paul Sjogren is a registered investment advisor at Morgan Stanley, based in Coral Springs, FL, with 25 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
2825 N. University Drive, Suite 400, Coral Springs, FL, 33065
Get directionsHistory
Regulatory History (1)
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Financial
April 2016Final
Other Business Activities
Paul is a high school football and softball referee for Broward Football Officials Association and Broward County Softball Association, respectively, since 2003. These activities are not investment-related and take a few hours per week.
Employment History
Current Registrations
Morgan Stanley
April 2025 - Present · 1 yr 1 mo
Morgan StanleyBroker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
June 2016 - April 2025 · 8 yrs 10 mos
Wells Fargo Advisors
June 2016 - April 2025 · 8 yrs 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - June 2016 · 3 yrs 8 mos
J.P. Morgan Securities LLC
October 2012 - June 2016 · 3 yrs 8 mos
Chase Investment Services CORP.
August 2009 - October 2012 · 3 yrs 2 mos
Chase Investment Services CORP.Broker
July 2009 - October 2012 · 3 yrs 3 mos
Princor Financial Services Corporation
February 2005 - July 2009 · 4 yrs 5 mos
Princor Financial Services CorporationBroker
January 2004 - July 2009 · 5 yrs 6 mos
Metlife Securities INC.Broker
February 2001 - January 2004 · 2 yrs 11 mos
Metropolitan Life Insurance CompanyBroker
February 2001 - January 2004 · 2 yrs 11 mos
Locust Street Securities, INC.Broker
November 2000 - December 2000 · 1 mo
State Registrations9 states
ALCACTFLILNCNYOHPA
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.