Patrick Schwarz is a CFP-designated registered investment advisor at Morgan Stanley, based in New York, NY, 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
1585 Broadway, 21st Floor, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is on the advisory board for Catalytic Impact Foundation, a health and welfare organization. He spends minimal time on this activity, which involves investment decisions and advice.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Morgan Stanley Dw INC.Broker
Painewebber IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations37 states
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