PM
PM

Paula Michaels

45 Years of Experience
Reston, VA
Broker

Paula Michaels is a registered investment advisor at Morgan Stanley, based in Reston, VA, with 45 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

11951 Freedom Drive, Suite 1200, Reston, VA, 20190

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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

Paula is the treasurer for PSM, consulting on accounts receivable for professional practices. She also owns multiple rental properties in Louisville, Colorado and Arlington, Virginia, dedicating minimal time to these activities.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
May 1998 - April 2007 · 8 yrs 11 mos
Morgan Stanley Dw INC.Broker
December 1997 - April 2007 · 9 yrs 4 mos
Wheat, First Securities, INC.Broker
February 1990 - December 1997 · 7 yrs 10 mos
Johnston, Lemon & CO. IncorporatedBroker
July 1987 - February 1990 · 2 yrs 7 mos
Penn Mutual Equity Services, INC.Broker
May 1985 - August 1987 · 2 yrs 3 mos
Investment Management & Research, INCBroker
February 1981 - March 1985 · 4 yrs 1 mo
Independent Financial Planners CorporationBroker
April 1980 - November 1980 · 7 mos
State Registrations28 states
ALCACOCTDCDEFLGAKSLAMAMDMTNCNJNMNYORPASCTNTXUTVAVTWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.