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About this Advisor
Paul Derrick is a financial advisor who works out of Skaneateles, New York who has 2 years of industry experience. Derrick is on the advisory team at Morgan Stanley. Their career trajectory has included roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Derrick maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in New York and Texas. Morgan Stanley is an advisory business that has its headquarters in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 employees. It manages $1 trillion in assets across its 2,233,188 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth clients who have more than $1 million in assets. Morgan Stanley has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees largely are based on the type of financial services. Fees billed by Morgan Stanley likely consist of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
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Morgan Stanley Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Paul Derrick Work History
Paul has been registered as a financial advisor for 2 years.*
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Paul Derrick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Menlo Park, CA
Oak Brook, IL
Saint Louis, MO
Walnut Creek, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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