PM
PM

Paula Morrisgrieve

24 Years of Experience
Providence, RI
Broker

Paula Morrisgrieve is a registered investment advisor at Raymond James & Associates, INC., based in Providence, RI, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

100 Westminster Street Suite 1002, Providence, RI, 02903

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
April 2022 - Present · 4 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Morgan Stanley
June 2009 - March 2022 · 12 yrs 9 mos
Morgan StanleyBroker
June 2009 - March 2022 · 12 yrs 9 mos
Citigroup Global Markets INC.
November 2007 - June 2009 · 1 yr 7 mos
Citigroup Global Markets INC.Broker
July 2007 - June 2009 · 1 yr 11 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - June 2007 · 2 mos
Morgan Stanley Dw INC.Broker
May 2004 - April 2007 · 2 yrs 11 mos
RBC Dain Rauscher INC.Broker
March 2002 - May 2004 · 2 yrs 2 mos
Tucker Anthony IncorporatedBroker
January 2002 - March 2002 · 2 mos
State Registrations1 state
RI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Paula Morrisgrieve - Financial Advisor | TrueAdvisor