Patricia Casentini is a registered investment advisor at Morgan Stanley, based in Walnut Creek, CA, with 34 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
1333 North California Boulevard, Suite 133, Walnut Creek, CA, 94596
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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
June 2023 - Present · 3 yrs 1 mo
Morgan Stanley
June 2023 - Present · 3 yrs 1 mo
Morgan StanleyBroker
June 2023 - Present · 3 yrs 1 mo
Previous Registrations
First Republic Investment Management, INC.
June 2013 - June 2023 · 10 yrs
First Republic Securities Company, LLCBroker
June 2013 - June 2023 · 10 yrs
Morgan Stanley
May 2013 - July 2013 · 2 mos
Morgan StanleyBroker
May 2011 - July 2013 · 2 yrs 2 mos
Charles Schwab & CO., INC.Broker
August 1997 - June 2010 · 12 yrs 10 mos
Smith Barney INC.Broker
July 1993 - July 1997 · 4 yrs
Lehman Brothers INC.Broker
January 1993 - July 1993 · 6 mos
Franklin Distributors, INC.Broker
October 1987 - August 1989 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.