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Patrick O'leary is a registered investment advisor at Morgan Stanley, based in Hauppauge, NY, 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
888 Veterans Memorial Highway, Suite 300, Hauppauge, NY, 11788
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2008Denied
Employment History
Current Registrations
Morgan Stanley
July 2023 - Present · 2 yrs 10 mos
Morgan StanleyBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2009 - July 2023 · 13 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2009 - July 2023 · 13 yrs 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2009 · 3 mos
Citigroup Global Markets INC.Broker
June 2005 - June 2009 · 4 yrs
Morgan Stanley Dw INC.Broker
May 1994 - June 2005 · 11 yrs 1 mo
State Registrations16 states
AZCACTFLINMDMNMONCNJNYOHSCTXVAWY
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.