Paul Mills
Investment adviser representative at Morgan Stanley
12 yearsExperience
2 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
12 years in the industry.
- Morgan StanleyApr 2026 to now
- Advnc LacrosseDec 2022 to now
- Clavius Wealth ManagementJun 2025 to Dec 2025
- SizzleFeb 2024 to May 2025
- Superteam GamesJun 2023 to Sep 2023
- Santa Clara UniversityJul 2022 to Dec 2025
- Ca�ada Community CollegeJan 2022 to May 2022
- Colorado CollegeJul 2021 to Dec 2021
- Menlo-atherton High SchoolJun 2017 to Jun 2021
- Hillview Middle SchoolJul 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8109283
- Firm CRD
- 149777