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Paul Allen Payne

Investment Adviser Representative at Morgan Stanley

Chattanooga, TNCRD #1282970Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
42 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Paul Allen Payne is an investment adviser representative with Morgan Stanley in Chattanooga, TN, where they have been registered since 2021. They have worked in the securities industry since 1984 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Tennessee and Texas.

Office

820 Broad Street
Chattanooga, TN 37402

Advisors at this office: 17

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Tennessee, Texas
Broker:
15 states and territories

Alabama, Connecticut, Florida, Georgia, Illinois, Kansas, Massachusetts, Minnesota, Nevada, New York, Pennsylvania, South Carolina, Tennessee, Texas, West Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/27/1994
Series 63
Uniform Securities Agent State Law Examination
Passed 10/2/1984
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/16/1985
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/26/1984

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Morgan StanleyCurrent
7/29/2021 – Chattanooga, TN
Merrill Lynch, Pierce, Fenner & Smith Incorporated
7/20/1994 – 8/2/2021Montgomery, AL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Mar 1994 – Jul 2021Chattanooga, TN
  2. BANK OF America, N.A.
    May 2011 – Jul 2021Chattanooga, TN
  3. Morgan Stanley Smith Barney LLC
    Jul 2021 – no end date reportedChattanooga, TN
  4. Morgan Stanley Private BANK, N.A.
    Aug 2021 – no end date reportedNew York, NY

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Morgan Stanley

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Fixed fee
  • Performance-based fees
  • Other
Firm account minimum
$10,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsInvestment CompaniesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
23,008
Offices listed on AdvisorFinder:
26
Main office:
Purchase, NY
SEC file number:
801-70103

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 28, 2026

View full firm profile

Other advisors at Morgan Stanley

Showing 12 of 23,008 in the directory

View Morgan Stanley firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paul Allen Payne has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Paul Allen Payne (Morgan Stanley) - Fees & Credentials