Paul David Sjogren

CRD 4244760 · Morgan Stanley · Coral Springs, FL

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 65Series 63Series 24SIESeries 7Series 6
Registered states (9): Alabama · California · Connecticut · Florida · Illinois · New York · North Carolina · Ohio · Pennsylvania
Years in the industry (source record): 26
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (12)

From the source registration record · current first

Morgan StanleyCurrent
Coral Springs, FL · IA capacity

Apr 14, 2025 → present
Wells Fargo Clearing Services, LLC
BD capacity

Jun 17, 2016 → Apr 17, 2025
Wells Fargo Advisors
IA capacity

Jun 17, 2016 → Apr 17, 2025
J.P. Morgan Securities LLC
BD capacity

Oct 1, 2012 → Jun 27, 2016
J.P. Morgan Securities LLC
IA capacity

Oct 1, 2012 → Jun 27, 2016
Chase Investment Services Corp.
IA capacity

Aug 5, 2009 → Oct 1, 2012
Chase Investment Services Corp.
BD capacity

Jul 9, 2009 → Oct 1, 2012
Princor Financial Services Corporation
IA capacity

Feb 16, 2005 → Jul 10, 2009
Princor Financial Services Corporation
BD capacity

Jan 2, 2004 → Jul 10, 2009
Metropolitan Life Insurance Company
BD capacity

Feb 13, 2001 → Jan 6, 2004
Metlife Securities Inc.
BD capacity

Feb 13, 2001 → Jan 6, 2004
Locust Street Securities, Inc.
BD capacity

Nov 21, 2000 → Dec 22, 2000

Source & corrections

Where this page comes from

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