PA
PA

Paul Abeln

14 Years of Experience
Berwyn, PA
Broker

Paul Abeln is a registered investment advisor at Morgan Stanley, based in Berwyn, PA, with 14 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

899 Cassatt Road, Suite 100, Berwyn, PA, 19312

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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.

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Other Business Activities

Paul is associated with Clearpath Consulting LLC, a business marketing consulting firm, though the business exists in name only since 2009. He spends no time on this activity.

Employment History
Current Registrations
Morgan Stanley
September 2014 - Present · 11 yrs 8 mos
Morgan StanleyBroker
September 2014 - Present · 11 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2011 - September 2014 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2011 - September 2014 · 2 yrs 11 mos
State Registrations9 states
CADEFLMSNCNJOHPAWY
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.
Paul Abeln - Financial Advisor | TrueAdvisor