Patrick Lebeau is a CFP-designated registered investment advisor at Morgan Stanley, based in Providence, RI, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
One Financial Plaza, 19th Floor, Providence, RI, 02903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is a board member and officer (President) of Foster Forward, a charitable organization supporting foster parents and children, dedicating about 10-20% of his time. He also participates in committees for the OM International Sideband Society, a technology and recreation organization, dedicating minimal time.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Cco Investment Services CORP.
Citizens Investment Services CORP.
Cco Investment Services CORP.Broker
Fisco Equity, INC.Broker
Dean Witter Reynolds INC.Broker
Fisco Equity, INC.Broker
Pruco Securities CorporationBroker
State Registrations38 states
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