PP
CFP
PP
CFP

Philip Paul

19 Years of Experience
Paramus, NJ
Broker

Philip Paul is a CFP-designated registered investment advisor at Morgan Stanley, based in Paramus, NJ, 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

61 South Paramus Road, 3rd Floor, Paramus, NJ, 07652

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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

Philip is a committee member at Summit Jewish Community Center, a non-profit organization, since 2018. He spends minimal time annually facilitating the ad journal for the new Jewish Calendar.

Employment History
Current Registrations
Morgan StanleyBroker
August 2021 - Present · 4 yrs 9 mos
Morgan Stanley
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2017 - August 2021 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2017 - August 2021 · 3 yrs 10 mos
PNC Investments
October 2013 - November 2015 · 2 yrs 1 mo
PNC InvestmentsBroker
October 2013 - November 2015 · 2 yrs 1 mo
AXA Advisors, LLC
February 2006 - October 2013 · 7 yrs 8 mos
AXA Advisors, LLCBroker
December 2004 - October 2013 · 8 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.