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Emma Jane Paul

Investment adviser representative at Morgan Stanley
10 yearsExperience
1 stateRegistered 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.

  1. Morgan StanleyAug 2025 to now
  2. University of FloridaAug 2024 to May 2025
  3. Divine OrganizingMay 2024 to Aug 2024
  4. Saugatuck Rowing ClubMay 2024 to Aug 2024
  5. Playa BowlsDec 2023 to Feb 2024
  6. Krupa Oil CompanyDec 2022 to Aug 2025
  7. Window Restorations of ConnecticutDec 2022 to Aug 2025
  8. University of FloridaJan 2022 to May 2024
  9. Saugatuck Rowing ClubSep 2021 to Aug 2023
  10. UnemployedAug 2021 to Sep 2021
  11. La Plage RestaurantJul 2021 to Aug 2021
  12. UnemployedMay 2021 to Jul 2021
  13. Playa BowlsOct 2020 to May 2021
  14. University of FloridaAug 2020 to May 2021
  15. UnemployedJun 2020 to Aug 2020
  16. Norwalk High SchoolSep 2019 to Jun 2020
  17. Lf StoresJul 2019 to Sep 2019
  18. UnemployedJun 2019 to Jul 2019
  19. Norwalk High SchoolAug 2018 to Jun 2019
  20. UnemployedJun 2018 to Aug 2018
  21. Norwalk High SchoolAug 2017 to Jun 2018
  22. UnemployedJun 2017 to Aug 2017
  23. Norwalk High SchoolAug 2016 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
8120323
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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