Paul K Spada
Investment adviser representative at Morgan Stanley
10 yearsExperience
3 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Morgan StanleyNov 2022 to now
- Morgan Stanley Private Bank, N.ANov 2022 to now
- Morgan Stanley Smith Barney LLCAug 2022 to Nov 2022
- University of MiamiSep 2021 to May 2022
- Turner ConstructionJun 2021 to Aug 2021
- University of MiamiJan 2020 to Jun 2021
- The Falcon GroupDec 2019 to Jan 2020
- University of MiamiSep 2019 to Dec 2019
- The Falcon GroupJun 2019 to Aug 2019
- University of MiamiAug 2018 to Jun 2019
- DelbartonAug 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7614427
- Firm CRD
- 149777