Paul Edmund Zbytniewski

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

• 07/2006 → 02/2018
  Scottrade, Inc.
  Jupiter, FL
• 02/2018 → 04/2020
  Td Ameritrade, Inc.
  Jupiter, FL
• 02/2018 → 04/2020
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 04/2020 → Present
  Morgan Stanley
  Palm Beach Gardens, FL

Previous Registrations

• 2018-02-28 → 2020-04-03
  Td Ameritrade, Inc.
  Jupiter, FL
• 2018-02-26 → 2020-04-03
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Jupiter, FL
• 2017-03-17 → 2018-02-26
  Scottrade Investment Management
  Jupiter, FL
• 2003-07-10 → 2006-02-01
  Td Ameritrade, Inc.
  Stuart, FL

Exams

• S66 Uniform Combined State Law Examination
  2017-03-06
• S63 Uniform Securities Agent State Law Examination
  1993-04-16