PG
PG

Paul Groves

20 Years of Experience
Flagstaff, AZ
Broker

Paul Groves is a registered investment advisor at Morgan Stanley, based in Flagstaff, AZ, 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

Flagstaff, AZ

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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 involved in several real estate ventures, including rental properties and investments through various LLCs and partnerships. He also serves on the advisory board and investment committee for a charitable scholarship fund, dedicating minimal time to fundraising and administrative tasks.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
May 2015 - Present · 11 yrs
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2008 - May 2015 · 6 yrs 7 mos
J.P. Morgan Securities INC.Broker
March 2006 - October 2008 · 2 yrs 7 mos
State Registrations39 states
ALAZCACOCTDCDEFLGAHIIAIDILINKSMDMIMNMOMTNCNDNENJNMNVNYOHOKORPASCSDTXUTVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.