Morgan Stanley
46yrs
Top advisor by experience in Aventura
31yrs
Paul C Doherty
Financial advisor at Morgan Stanley
Paul C Doherty has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Aventura, Florida. After nine years at Wells Fargo Advisors and a year at Edward Jones, Paul joined Morgan Stanley in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 279 advisors with offices in Aventura, and one of 257 fiduciaries.
At a glance
Experience31 years (since 1996)
How that compares ?Top 15% by experience nationwide
Office20807 Biscayne Boulevard 5th&6th Floor, Aventura, FL 33180
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowMorgan StanleyCurrent firm
- 2013 – 2022Wells Fargo Clearing Services, LLCPreviously
- Dec 2010 – Jan 2012Edward JonesPreviously
- 2006 – 2010
Questions to ask Paul
Tailored to Paul’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Paul
How do I contact Paul?
Call Morgan Stanley at 914-225-5510 and ask for Paul C Doherty. Paul works from the Aventura, FL office.
How long has Paul been a financial advisor?
Paul has been in the industry since 1996, about 31 years. Top 15% by experience nationwide.
What licenses does Paul hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Paul a fiduciary?
Paul is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Paul paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Paul for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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