PA
PA

Patricia Aguer

34 Years of Experience
State College, PA
Broker

Patricia Aguer is a registered investment advisor at Morgan Stanley, based in State College, PA, 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

720 South Atherton Street, State College, PA, 16801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Patricia has a 50% ownership stake in Nittany Grove Condo Development since 1994, and 100% ownership with her spouse in Nittany Grove Home Sales, LLC since 2008, both rental property businesses. She dedicates minimal time to these activities.

Employment History
Current Registrations
Morgan StanleyBroker
September 2020 - Present · 5 yrs 8 mos
Morgan Stanley
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2014 - September 2020 · 5 yrs 10 mos
Wells Fargo Advisors, LLC
November 2010 - April 2014 · 3 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
November 2010 - September 2020 · 9 yrs 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - November 2010 · 1 yr 5 mos
Citigroup Global Markets INC.
July 1997 - June 2003 · 5 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
July 1991 - July 1993 · 2 yrs
State Registrations23 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Patricia Aguer - Financial Advisor | TrueAdvisor