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Paul V Galindo

Morgan Stanley Institutional Investment Advisors LLC

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About Paul V Galindo

Paul Galindo is an Investment Advisor Representative with Morgan Stanley Institutional Investment Advisors LLC. Paul has been in the financial industry since 2000 and has experience with several firms including Waddell & Reed, Inc. and Thomas Weisel Partners LLC. Paul is registered with the state of Oregon and Texas as an Investment Advisor Representative. Paul has passed the Series 63, Series 65, and Series 7 exams. Paul also owns and manages a rental property in Portland, Oregon.

Firm Information

Paul Galindo is currently registered with Morgan Stanley Institutional Investment Advisors LLC. Morgan Stanley Institutional Investment Advisors LLC is an investment advisor headquartered in Greenwood Village, CO. They provide investment policy statement creation and review for 3(21)A and 3(38) ERISA plans, pension consulting, educational seminars, and selection of other advisors. The firm also offers portfolio management services for businesses. As of their latest reporting, the firm manages approximately $7.73 billion in regulatory assets under management for 69 accounts. Their client base includes pension and profit-sharing plans, corporations, state or municipal government entities, and other investment advisors.
Morgan Stanley Institutional Investment Advisors LLC

5299 DTC BLVD., SUITE 1000

GREENWOOD VILLAGE, CO 80111

$7.73B

Assets Under Management

396

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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csc - investment policy statement creation/review for 3(21)a and 3(38) erisa plans

Csc - investment policy statement creation/review for 3(21)a and 3(38) erisa plans

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Galindo’s Registration & Firm History

OR

03/12/2015 - Present

Morgan Stanley Institutional Investment Advisors LLC (Portland OR)

KS

12/04/2001 - 12/31/2003

WADDELL & REED, INC. (OVERLAND PARK KS)

CA

08/16/2000 - 11/01/2001

THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 11/26/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/30/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/15/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul V Galindo.
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