PW
PW

Patrick Willcutts

34 Years of Experience
West Hartford, CT
Broker

Patrick Willcutts is a registered investment advisor at Morgan Stanley, based in West Hartford, CT, 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

433 South Main Street, West Hartford, CT, 06110

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History

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.

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Other Business Activities

Patrick is a limited partner in DX Urgent Care. He is also the President and a member of the District Finance Oversight Committee for Rotary International District and a member of IOLAR A HAON, LLC, a real estate company.

Employment History
Current Registrations
Morgan Stanley
March 2018 - Present · 8 yrs 2 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - December 2010 · 1 yr 6 mos
Morgan Stanley & CO. Incorporated
June 2008 - June 2009 · 1 yr
Morgan Stanley & CO. IncorporatedBroker
June 2008 - June 2009 · 1 yr
UBS Financial Services INC.Broker
September 1997 - June 2008 · 10 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1992 - October 1997 · 5 yrs 7 mos
State Registrations31 states
AZCACOCTDCDEFLGAILKSMAMDMEMIMNNCNHNJNVNYOHPARISCTNTXUTVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Patrick Willcutts - Financial Advisor | TrueAdvisor