Patricia Perkins is a registered investment advisor at Morgan Stanley, based in Flemington, NJ, with 37 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
200 Route 31 North, Flemington, NJ, 08822
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
November 2018 - Present · 7 yrs 6 mos
Morgan StanleyBroker
November 2014 - Present · 11 yrs 6 mos
Previous Registrations
Metlife Securities INC.Broker
April 2011 - August 2014 · 3 yrs 4 mos
Walnut Street Securities, INC.Broker
December 2005 - March 2011 · 5 yrs 3 mos
G.M.R. & CO Securities, LLCBroker
June 2003 - May 2004 · 11 mos
Fleet Securities, INC.Broker
February 1998 - June 2001 · 3 yrs 4 mos
Nash, Weiss & CO.Broker
October 1997 - February 1998 · 4 mos
Nash, Weiss & CO.Broker
October 1984 - October 1997 · 13 yrs
State Registrations34 states
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Exams
No exam information available for this advisor.