Patricia Trombetta is a registered investment advisor at Morgan Stanley, based in Oak Brook, IL, with 26 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
2211 York Road, Suite 100, Oak Brook, IL, 60523
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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 2019 - Present · 6 yrs 8 mos
Morgan StanleyBroker
August 2019 - Present · 6 yrs 11 mos
Previous Registrations
UBS Financial Services INC.Broker
March 2016 - August 2019 · 3 yrs 5 mos
Wells Fargo Advisors, LLC
January 2014 - March 2016 · 2 yrs 2 mos
Wells Fargo Advisors, LLCBroker
December 2013 - March 2016 · 2 yrs 3 mos
Morgan Stanley
January 2011 - December 2013 · 2 yrs 11 mos
Morgan StanleyBroker
June 2009 - December 2013 · 4 yrs 6 mos
Citigroup Global Markets INC.Broker
May 1999 - June 2009 · 10 yrs 1 mo
State Registrations48 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.