Paul Stickley is a registered investment advisor at Morgan Stanley, based in Dublin, OH, with 20 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
545 Metro Place South, Suite 300, Dublin, OH, 43017
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Regulatory History (1)
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Customer Dispute
February 2018Denied
Employment History
Current Registrations
Morgan Stanley
September 2022 - Present · 3 yrs 10 mos
Morgan StanleyBroker
September 2022 - Present · 3 yrs 10 mos
Previous Registrations
Key Investment Services LLC
December 2014 - September 2022 · 7 yrs 9 mos
Key Investment Services LLCBroker
April 2012 - September 2022 · 10 yrs 5 mos
Key Investment Services LLCBroker
November 2009 - January 2012 · 2 yrs 2 mos
Fifth Third Securities, INC.Broker
January 2005 - November 2009 · 4 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.