Edward Mark Paskin

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

• 11/2010 → 04/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
• 07/2011 → 04/2018
  Bank Of America, N.A.
  Boca Raton, FL
• 04/2018 → 03/2025
  Janney Montgomery Scott Llc
  Boca Raton, FL
• 03/2025 → Present
  Morgan Stanley Smith Barney Llc
  Boca Raton, FL
• 04/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2018-04-09 → 2025-03-31
  Janney Montgomery Scott Llc
  Boca Raton, FL
  Boca Raton, FL
• 2010-11-10 → 2018-04-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
  Boca Raton, FL
• 2009-06-01 → 2010-12-02
  Morgan Stanley
  Plantation, FL
• 2008-04-15 → 2009-06-01
  Citigroup Global Markets Inc.
  Plantation, FL
• 2003-01-03 → 2008-04-29
  Ubs Financial Services Inc.
  Ft. Lauderdale, FL
  Ft. Lauderdale, FL
• 2002-04-18 → 2003-01-06
  Prudential Equity Group, Llc
  Red Bank, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-02-10
• S63 Uniform Securities Agent State Law Examination
  1992-10-29

Other Names

• Edward Paskin