WP
WP
William Patrick is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, 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
5565 Glenridge Connector, Suite 1900, Atlanta, GA, 30342
Get directionsHistory
Regulatory History (2)
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Judgment / Lien
October 2025Customer Dispute
October 2002Settled
Employment History
Current Registrations
Morgan Stanley
June 2016 - Present · 10 yrs 1 mo
Morgan StanleyBroker
June 2016 - Present · 10 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - June 2016 · 6 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - June 2016 · 6 yrs 8 mos
Banc of America Investment Services, INC.
July 1999 - October 2009 · 10 yrs 3 mos
Banc of America Investment Services, INC.Broker
January 1998 - October 2009 · 11 yrs 9 mos
NationssecuritiesBroker
June 1993 - January 1998 · 4 yrs 7 mos
Nationsbanc Securities, INC.Broker
March 1993 - June 1993 · 3 mos
Asb Financial ServicesBroker
July 1990 - February 1993 · 2 yrs 7 mos
Mony Securities CORP.Broker
February 1988 - July 1990 · 2 yrs 5 mos
Fsc Securities CorporationBroker
June 1986 - March 1988 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1985 - May 1986 · 10 mos
State Registrations24 states
AKALCACOCTDCFLGAINKYLAMDMNNCNHNMNVNYORSCTNTXVAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.