PV
CFP
PV
CFP
Patrick Varriano is a CFP-designated registered investment advisor at Morgan Stanley, based in Lilburn, GA, 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
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
Lilburn, GA
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Regulatory History (2)
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Customer Dispute
April 2008Settled
Customer Dispute
March 2008Settled
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Wachovia Securities, LLC
July 2003 - April 2007 · 3 yrs 9 mos
Wachovia Securities, LLCBroker
July 2003 - April 2007 · 3 yrs 9 mos
Prudential Securities Incorporated
May 2003 - July 2003 · 2 mos
Prudential Securities IncorporatedBroker
November 2000 - July 2003 · 2 yrs 8 mos
Painewebber IncorporatedBroker
August 2000 - November 2000 · 3 mos
J.C. Bradford & CO.Broker
January 1999 - August 2000 · 1 yr 7 mos
Painewebber IncorporatedBroker
March 1993 - February 1999 · 5 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
May 1990 - March 1993 · 2 yrs 10 mos
State Registrations40 states
ALARAZCACOCTDCDEFLGAILINKSKYMAMDMEMIMNMONCNDNENHNJNMNVNYOHOKORPASCTNTXUTVAVTWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.