Paul Stam is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 23 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
2121 North Pearl Street, Suite 500, Dallas, TX, 75201
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Regulatory History (1)
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Criminal
October 1985Final Disposition
Other Business Activities
Paul is an adjunct professor at Golden Gate University College of Law and the University of San Francisco, teaching courses a few hours per week. He is also a fiction writer, spending about 10-20% of his time seeking an agent and publisher for his novels.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
July 2005 - June 2009 · 3 yrs 11 mos
Morgan Stanley & CO. IncorporatedBroker
July 2005 - June 2009 · 3 yrs 11 mos
Banc of America Investment Services, INC.
January 2003 - December 2003 · 11 mos
Banc of America Investment Services, INC.Broker
May 2001 - December 2003 · 2 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.