Patricia Slone is a registered investment advisor at Morgan Stanley, based in Winston-Salem, NC, with 27 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
100 North Main Street, Suite 2500, Winston-Salem, NC, 27101
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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
June 2009 - Present · 17 yrs 3 mos
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
May 2008 - June 2009 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
January 2006 - April 2007 · 1 yr 3 mos
Securities America, INC.Broker
June 2004 - February 2006 · 1 yr 8 mos
Veravest Investments, INC.Broker
August 2002 - December 2003 · 1 yr 4 mos
First Allied Securities, INC.Broker
September 2000 - November 2001 · 1 yr 2 mos
D.E. Frey & Company, INC.Broker
July 1999 - October 2000 · 1 yr 3 mos
Dean Witter Reynolds INC.Broker
October 1997 - July 1999 · 1 yr 9 mos
State Registrations28 states
ALARAZCACOCTDCDEFLGAIDKYMAMDMIMOMTNCNYOHORPASCTNTXVAWAWV
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.