PA
PA
Patrick Aubry is a registered investment advisor at Morgan Stanley, based in Leawood, KS, with 40 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
11161 Overbrook Road, Suite 225, Leawood, KS, 66211
Get directionsHistory
Regulatory History (2)
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Customer Dispute
May 2016Denied
Customer Dispute
May 2001Closed-No Action
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
November 2002 - April 2007 · 4 yrs 5 mos
Morgan Stanley
November 2002 - April 2007 · 4 yrs 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
November 1987 - November 2002 · 15 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1985 - November 2002 · 17 yrs 6 mos
State Registrations23 states
ALARAZCACOCTDCFLGAILKSMAMEMIMNMONCNYOHSCTXVTWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.