Paolo Menuez

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

• 05/2021 → 10/2022
  Jpmorgan Chase Bank Na
  Tempe, AZ
• 05/2021 → 10/2022
  Jpmorgan Securities Llc
  Tempe, AZ
• 07/2018 → 12/2019
  Self-Employed
  Yokohama
• 07/2015 → 06/2017
  Portland State University
  Portland, OR
• 09/2015 → 12/2017
  Portland State University
  Portland, OR
• 09/2017 → 06/2018
  Inter-University Center
  Yokohama
• 01/2020 → 04/2021
  Self-Employed
  Phoenix, AZ
• 10/2022 → Present
  Morgan Stanley
  Gilbert, AZ
• 10/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*674451-  Paolo Menuez; Investment related-Yes; Chandler, Arizona; Automotive/Transportation; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 0; After business hours: 8; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2022-12-27
• S63 Uniform Securities Agent State Law Examination
  2021-07-27

Other Names

• Paolo Xavier Machado Menuez