Paige M Waldron

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

• 08/2022 → 08/2023
  Raymond James & Associates, Inc
  Fort Worth, TX
• 05/2022 → 08/2022
  Aca Global
  Boston, MA
• 05/2021 → 05/2022
  Drmp
  Orlando, FL
• 08/2017 → 04/2022
  University Of Florida
  Gainsville, FL
• 08/2013 → 05/2017
  Edgewater High School
  Orlando, FL
• 09/2023 → Present
  Morgan Stanley
  Fort Worth, TX

Previous Registrations

• 2023-03-28 → 2023-09-05
  Raymond James & Associates, Inc.
  Fort Worth, TX

Other Businesses

*635162- Rover; Investment related: No; Seattle, Washington; Dog Sitting; Pet Sitter (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 20; After business hours: 0; Taking care of dogs in my home while their owners are on vacation.

Exams

• S66 Uniform Combined State Law Examination
  2023-03-27