PC
PC

Paul Cola

11 Years of Experience
West Conshohocken, PA
Broker

Paul Cola is a registered investment advisor at Morgan Stanley, based in West Conshohocken, PA, with 11 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

100 Front Street, Suite 600, West Conshohocken, PA, 19428

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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 a sole proprietor/owner of a rental property in Philadelphia since 2016. He spends minimal time on administrative, accounting, and property management tasks related to this investment.

Employment History
Current Registrations
Morgan Stanley
January 2023 - Present · 3 yrs 4 mos
Morgan Stanley
January 2023 - Present · 3 yrs 4 mos
Morgan StanleyBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Vanguard Advisers, INC.
November 2021 - December 2022 · 1 yr 1 mo
Vanguard Marketing CorporationBroker
November 2021 - December 2022 · 1 yr 1 mo
Citizens Investment Services
October 2014 - September 2021 · 6 yrs 11 mos
Citizens Securities, INC.Broker
March 2014 - September 2021 · 7 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.