Paul John Olivo

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2010 → 11/2023
  Ubs Financial Services Inc
  White Plains, NY
• 11/2023 → Present
  Morgan Stanley Smith Barney Llc
  Purchase, NY
• 12/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2020-05-06 → 2023-11-22
  Ubs Financial Services Inc.
  Purchase, NY
• 2007-05-29 → 2010-09-15
  Citigroup Global Markets Inc.
  Bedford Village, NY
  Long Island City, NY
  Cos Cob, CT
  Westlake Village, CA
  New York, NY
  Rye, NY
• 2004-12-06 → 2007-05-29
  Citicorp Investment Services
  Rye, NY
  Hastings On Hudson, NY
  Hastings-On-Hudson, NY

Other Businesses

*577612 - Fordham Prep Top Corner Club ; Investment related - No ; Bronx,New York ; Sports ; Board Member(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2021 ; During business hours : 0 ; After business hours : 2 ; Administrative *578107 - Peter and Paul Holdings Co LLC ; Investment related - Yes ; Crestwood,New York ; Real Estate ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2019 ; During business hours : 0 ; After business hours : 1 ; REntal Property *578108 - 917 Columbus LLC ; Investment related - Yes ; Crestwood,New York ; Real Estate ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2021 ; During business hours : 0 ; After business hours : 1 ; Rental Property *578110 - Read St. Partners LLC ; Investment related - Yes ; Crestwood,New York ; Real Estate ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2021 ; During business hours : 0 ; After business hours : 1 ; Rental Property

Exams

• S66 Uniform Combined State Law Examination
  2004-08-06
• S63 Uniform Securities Agent State Law Examination
  1998-10-09