Best Investors Account Sign in

Paul Bae

Morgan Stanley

Purchase, NY

CRD 6470586

Claim This Profile
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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-27
  • NY RA
    APPROVED
    Since 2021-04-27

Branch Locations

2000 Westchester Avenue, Purchase, NY 10577-2530 • USA

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley New York NY 10/2015 Present
Morgan Stanley Services Group, Inc. New York NY 03/2017 12/2018
Morgan Stanley Services Group Inc. New York NY 03/2020 07/2020
  • 10/2015 → Present
    Morgan Stanley
    New York, NY
  • 03/2017 → 12/2018
    Morgan Stanley Services Group, Inc.
    New York, NY
  • 03/2020 → 07/2020
    Morgan Stanley Services Group Inc.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-22
  • S66 Uniform Combined State Law Examination
    2020-11-22

View on SEC IAPD

More in Purchase, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor