Patricia Marsh is a CFP-designated registered investment advisor at Morgan Stanley, based in Oak Brook, IL, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2211 York Road, Suite 100, Oak Brook, IL, 60523
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patricia is involved in several real estate ventures, including Granite Peak Financial Assets LLC, Trofeo Properties IL LLC, and Trofeo Properties IL LLC - Series 339 Front Street, since 2022. She also serves as a Successor Trustee for a Trust. These activities each take minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Wayne Hummer Investments L.L.C.
Wayne Hummer Asset Management Company
Wayne Hummer Investments L.L.C.Broker
State Registrations39 states
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