Bella Patel is a registered investment advisor at Morgan Stanley, based in New York, NY, with 28 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
1585 Broadway, 21st Floor, New York, NY, 10036
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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
November 2017 - Present · 8 yrs 6 mos
Morgan StanleyBroker
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
Lebenthal & CO., LLCBroker
April 2014 - April 2016 · 2 yrs
Concept Capital Markets, LLCBroker
April 2013 - March 2014 · 11 mos
J.P. Morgan Securities LLCBroker
July 2011 - June 2012 · 11 mos
Morgan Stanley Smith BarneyBroker
June 2009 - October 2009 · 4 mos
Citigroup Global Markets INC.Broker
July 2002 - June 2009 · 6 yrs 11 mos
First Albany CorporationBroker
July 2000 - October 2001 · 1 yr 3 mos
Salomon Smith Barney INC.Broker
October 1993 - July 2000 · 6 yrs 9 mos
State Registrations44 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.