PM
PM
Patricia Metz is a registered investment advisor at Morgan Stanley, based in New York, NY, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
1585 Broadway, 21st Floor, New York, NY, 10036
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Regulatory History (1)
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Customer Dispute
February 2008Closed-No Action
Other Business Activities
Patricia serves on the Brewster Town Zoning Board of Appeals, a government advisory board, since August 2022. This requires minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
May 2002 - June 2009 · 7 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
February 1987 - June 2009 · 22 yrs 4 mos
Prudential-Bache Securities INC.Broker
November 1985 - March 1987 · 1 yr 4 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
January 1983 - November 1985 · 2 yrs 10 mos
State Registrations26 states
CACOCTDCDEFLILKYLAMAMDMENCNHNJNVNYPARISCTNTXVAVTWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.