MP
MP

Michael Patterson

40 Years of Experience
Durant, OK
1 DisclosureBroker

Michael Patterson is a registered investment advisor at Morgan Stanley, based in Durant, OK, 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

2828 West University Blvd, Ste 118, Durant, OK, 74701

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History

Regulatory History (1)
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Customer Dispute
October 2015
Denied
Other Business Activities

Michael is a managing general partner in Patterson Co LLC, a real estate partnership, since 1998, dedicating minimal time. He is also an officer and sole proprietor/owner of Patco Inc, a real estate business, since 2001, spending a few hours per week outside of business hours on check signing, administrative tasks, and investment decisions.

Employment History
Current Registrations
Morgan Stanley
December 2012 - Present · 13 yrs 5 mos
Morgan StanleyBroker
December 2012 - Present · 13 yrs 5 mos
Previous Registrations
Edward Jones
May 1991 - December 2012 · 21 yrs 7 mos
Edward JonesBroker
October 1990 - January 2013 · 22 yrs 3 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
March 1988 - October 1990 · 2 yrs 7 mos
La Salle St. Securities, INC.Broker
July 1986 - April 1988 · 1 yr 9 mos
Anspacher Securities, INC.Broker
August 1985 - July 1986 · 11 mos
State Registrations19 states
AKARAZCACODCFLGAIDKSMDMONCNMOKSCTXWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.