PM
PM

Paul Murfree

21 Years of Experience
Nashville, TN
Broker

Paul Murfree is a registered investment advisor at Morgan Stanley, based in Nashville, TN, with 21 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

3102 West End Avenue, Suite 200, Nashville, TN, 37203

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Paul is the secretary of Murfree Management Company, LLC, an investment vehicle with his brother and mother, spending minimal time per month. He is also a partner in a general partnership, owns rental properties, is a trustee/co-trustee for multiple trusts, and an officer of Heady Holdings, LLC, all related to investments and real estate.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 2004 - April 2007 · 2 yrs 8 mos
Morgan Stanley Dw INC.Broker
June 2004 - April 2007 · 2 yrs 10 mos
State Registrations26 states
ALARCACTDCDEFLGAILKYMAMDMEMIMONCNJNYOHORPASCTNTXVAVT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.