Best Investors Account Sign in

Philip Y Paul

Morgan Stanley

Paramus, NJ

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-08-09
TX RA APPROVED 2021-08-09
  • NJ RA
    APPROVED
    Since 2021-08-09
  • TX RA
    APPROVED
    Since 2021-08-09

Branch Locations

61 South Paramus Road 3Rd Floor, Paramus, NJ 07652 • United States

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 09/2017 08/2021
Fairleigh Dickinson University Madison NJ 01/2015 09/2017
Bank Of America, N.A. Florham Park NJ 10/2017 08/2021
Morgan Stanley Smith Barney Llc Short Hills NJ 08/2021 Present
Morgan Stanley Private Bank, N.A New York NY 09/2021 Present
  • 09/2017 → 08/2021
    Florham Park, NJ
  • 01/2015 → 09/2017
    Fairleigh Dickinson University
    Madison, NJ
  • 10/2017 → 08/2021
    Bank Of America, N.A.
    Florham Park, NJ
  • 08/2021 → Present
    Morgan Stanley Smith Barney Llc
    Short Hills, NJ
  • 09/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Other Businesses

I*113528 For profit or not for profit: Non-Profit Organization Name of outside business organization: Summit Jewish Community Center Investment related: N Address of business: Summit, New Jersey 7901 Nature of business: Corporation, Position, title, association: Committee Member, Start date of relationship: 4/17/2018 Number of hours devoted: 50 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: This is my Temple. I am helping to facilitate the ad journal for the new Jewish Calendar. My role will be to work with fellow congregants and have them work with their contacts at local businesses that want to place an ad in the ad journal

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-15
  • S66 Uniform Combined State Law Examination
    2004-12-15
Designations
Other Names
  • Philip Y Paul
  • Philip Yaron Paul
  • Philip Paul

View on SEC IAPD

More in Paramus, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor