Paul Buckley

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

• 06/2019 → Present
  Morgan Stanley
  Warren, NJ
• 04/2019 → 05/2019
  Unemployed
  Unemployed, NJ
• 03/2006 → 04/2019
  Prudential Global Investment Management
  Newark, NJ
• 08/2019 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-08-19

Other Names

• Paul Joseph Buckley