PN
PN
Patrick Namara
39 Years of Experience
Marco Island, FL
7 DisclosuresBroker
Patrick Namara is a registered investment advisor at Morgan Stanley, based in Marco Island, FL, with 39 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
928 North Collier Boulevard, 3rd Floor, Marco Island, FL, 34145
Get directionsHistory
Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2017Settled
Customer Dispute
April 2015Settled
Customer Dispute
June 2013Settled
Customer Dispute
October 2008Settled
Customer Dispute
August 2001Settled
Customer Dispute
June 2001Settled
Customer Dispute
September 1997Settled
Employment History
Current Registrations
Morgan Stanley
October 2020 - Present · 5 yrs 7 mos
Morgan StanleyBroker
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2001 - October 2020 · 19 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2001 - October 2020 · 19 yrs 7 mos
The Gms Group, LLCBroker
November 1988 - February 2001 · 12 yrs 3 mos
Moore & Schley, Cameron & CO.Broker
December 1987 - December 1988 · 1 yr
Moore & Schley Municipals, INC.Broker
November 1987 - January 1988 · 2 mos
R. W. Peters, Rickel & CO., INC.Broker
December 1986 - November 1987 · 11 mos
State Registrations35 states
ALAZCACOCTDCDEFLGAILINKYMAMDMEMIMONCNENHNJNMNVNYOHORPARISCSDTNTXVAVTWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.