PM
CFP
PM
CFP
Patrick Martin is a CFP-designated registered investment advisor at Morgan Stanley, based in Bloomfield Hills, MI, with 31 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
40701 Woodward Avenue, Suite 200, Bloomfield Hills, MI, 48304
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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 StanleyBroker
July 2021 - Present · 4 yrs 10 mos
Morgan Stanley
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
May 2009 - July 2021 · 12 yrs 2 mos
Wells Fargo Clearing Services, LLC
May 2009 - July 2021 · 12 yrs 2 mos
UBS Financial Services INC.
June 2008 - June 2009 · 1 yr
UBS Financial Services INC.Broker
November 1998 - June 2009 · 10 yrs 7 mos
Dean Witter Reynolds INC.Broker
April 1994 - November 1998 · 4 yrs 7 mos
State Registrations25 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.