Patricia Mallard is a registered investment advisor at Morgan Stanley, based in Savannah, GA, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
7402 Hodgson Memorial Drive, Suite 100, Savannah, GA, 31406
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patricia is an executor/co-executor for an estate since 2022, dedicating minimal time during business hours. Patricia is also a partner in J and D Bakers Acres LLC, a real estate venture, since 2022, dedicating minimal time after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Sterne, Agee & Leach, INC.Broker
State Registrations47 states
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