John Puailoa is a CFP, ChFC-designated registered investment advisor at Morgan Stanley, based in Austin, TX, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a board member and treasurer for Texas Accountants and Lawyers for the Arts since June 2024, focusing on business development, administration, and fundraising. He dedicates minimal time to this role outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations23 states
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