Patricia Donatiello is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 20 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
28 State Street 26th Floor, Boston, MA, 02109
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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
April 2019 - Present · 7 yrs 1 mo
Morgan StanleyBroker
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Cazenove IncorporatedBroker
January 2004 - April 2008 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2001 - April 2003 · 1 yr 7 mos
Sanford C. Bernstein & CO., LLCBroker
December 2000 - June 2001 · 6 mos
Sanford C. Bernstein & CO., INC.Broker
March 1999 - December 2000 · 1 yr 9 mos
Putnam Mutual Funds CORP.Broker
July 1993 - September 1998 · 5 yrs 2 mos
State Registrations47 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.