PI
PI

Paul Indig

16 Years of Experience
New York, NY
Broker

Paul Indig is a registered investment advisor at Morgan Stanley, based in New York, NY, with 16 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
Loading...

Location

55 East 52nd Street, 7th Floor, New York, NY, 10055

Get directions

History

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 →
Other Business Activities

Paul maintains an active New York law license, though he does not currently practice law. He also serves as a Notary Public, dedicating minimal time to this activity.

Employment History
Current Registrations
Morgan StanleyBroker
June 2012 - Present · 13 yrs 11 mos
Morgan Stanley
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2009 - May 2012 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2009 - May 2012 · 3 yrs 2 mos
State Registrations15 states
CACTDCFLKYMAMDMENCNJNVNYPATXVT
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.