Marianna Pauls is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, with 19 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
1400 Page Mill Road, Palo Alto, CA, 94304
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
May 2025 - Present · 1 yr 2 mos
Morgan Stanley
May 2025 - Present · 1 yr 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2022 - May 2023 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2022 - May 2023 · 10 mos
Citi Private Advisory, LLCBroker
February 2017 - June 2022 · 5 yrs 4 mos
Citigroup Global Markets INC.
November 2007 - June 2022 · 14 yrs 7 mos
Citigroup Global Markets INC.Broker
November 2007 - June 2022 · 14 yrs 7 mos
Planmember Securities Corporation
February 2005 - October 2007 · 2 yrs 8 mos
Planmember Securities CorporationBroker
February 2005 - October 2007 · 2 yrs 8 mos
American Express Financial Advisors, INC.
April 2003 - September 2003 · 5 mos
Ids Life Insurance CompanyBroker
April 2003 - September 2003 · 5 mos
American Express Financial Advisors INC.Broker
April 2003 - September 2003 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.