GP
GP

Gregory Paul

10 Years of Experience
Wellesley, MA
Broker

Gregory Paul is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 10 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

112 Worcester Street, Wellesley, MA, 02481

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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

Gregory is on the advisory board, finance committee, and is a board member for the Community Music Center of Boston since July 2023, dedicating minimal time. He also serves on the Diversity Committee for the Fund Finance Association since May 2024, dedicating minimal time.

Employment History
Current Registrations
Morgan Stanley
January 2023 - Present · 3 yrs 4 mos
Morgan StanleyBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Alliancebernstein L.P.
February 2021 - December 2022 · 1 yr 10 mos
Sanford C. Bernstein & CO., LLCBroker
February 2021 - December 2022 · 1 yr 10 mos
Morgan Stanley
April 2017 - January 2021 · 3 yrs 9 mos
Morgan StanleyBroker
February 2015 - January 2021 · 5 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Gregory Paul - Financial Advisor | TrueAdvisor