Patricia Corbett is a CFP-designated registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 33 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
595 South Federal Highway, Suite 400, Boca Raton, FL, 33432
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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 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
September 2008 - June 2009 · 9 mos
Citigroup Global Markets INC.Broker
August 2008 - June 2009 · 10 mos
Wachovia Securities, LLCBroker
July 2003 - September 2008 · 5 yrs 2 mos
Wachovia Securities, LLC
July 2003 - September 2008 · 5 yrs 2 mos
Prudential Securities IncorporatedBroker
August 2000 - July 2003 · 2 yrs 11 mos
Prudential Securities Incorporated
August 2000 - July 2003 · 2 yrs 11 mos
Painewebber IncorporatedBroker
February 1994 - September 2000 · 6 yrs 7 mos
Pruco Securities CorporationBroker
February 1992 - December 1993 · 1 yr 10 mos
The Prudential Insurance Company of AmericaBroker
February 1992 - December 1993 · 1 yr 10 mos
State Registrations52 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.