Paul Stickley (CRD# 4900294) is an Investment Advisor Representative working at Morgan Stanley in Dublin, OH and has over 19 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Private Bank, N.a | New York, NY | Sep 2022 - Current | 1 |
| Morgan Stanley Smith Barney LLC | Dublin, OH | Sep 2022 - Current | 1 |
| Key Investment Services LLC | Brooklyn, OH | Apr 2022 - Sep 2022 | < 1 |
| Key Investment Services LLC | Cleveland, OH | Sep 2014 - Apr 2022 | 7 |
| Ohio Army National Guard | Columbus, OH | Sep 2011 - May 2019 | 7 |
| Key Investment Services LLC | Canton, OH | Apr 2012 - Sep 2014 | 2 |
| Keybank | Grove City, OH | Apr 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
- TX
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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