Paul Joseph Cusma

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

• 09/2011 → Present
  Morgan Stanley Smith Barney
  Tampa, FL
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2009-10-23 → 2011-09-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
• 2003-12-08 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Tampa, FL
  Tampa, FL
• 2002-03-13 → 2003-12-15
  A. G. Edwards & Sons, Inc.
  Port Richey, FL

Exams

• S66 Uniform Combined State Law Examination
  2004-01-09
• S63 Uniform Securities Agent State Law Examination
  2000-06-20