Patrick Hartley is a registered investment advisor at Morgan Stanley, based in Chapel Hill, NC, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
6340 Quadrangle Drive, Suite 300, Chapel Hill, NC, 27517
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick serves on the advisory board for the Kenan Institute of Private Enterprise, focusing on business development, fundraising, and labor/service. He dedicates minimal time to this role.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Raymond James & Associates, INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
Ryan, Lee & CO., INC.Broker
Johnston, Lemon & CO. IncorporatedBroker
State Registrations44 states
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