AP
AP

Adam Paoli

10 Years of Experience
Tucson, AZ
Broker

Adam Paoli is a registered investment advisor at Morgan Stanley, based in Tucson, AZ, 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

7175 North Pima Canyon Drive, Tucson, AZ, 85718

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Adam is a 50% owner of PB Media LLC, a web development services company, since 2005. He also has an investment-related trust since January 2023, dedicating minimal time during business hours.

Employment History
Current Registrations
Morgan Stanley
May 2016 - Present · 10 yrs 4 mos
Morgan StanleyBroker
September 2015 - Present · 11 yrs
State Registrations29 states
AKAZCACOCTFLGAIDILKYMDMNMOMTNCNHNMNYOHOKORPASDTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Adam Paoli - Financial Advisor | TrueAdvisor