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Patricia Hagood

31 Years of Experience
Cincinnati, OH
Broker

Patricia Hagood is a registered investment advisor at Morgan Stanley, based in Cincinnati, OH, 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

221 East 4th Street, Atrium Building, Cincinnati, OH, 45202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Patricia is a bookkeeper for Hagood Trucking Services, a transportation business owned by her husband, dedicating a few hours per week. She is also an Independent Sales Consultant for Rodan & Fields, spending about a quarter of her time marketing their products, and serves as a fiduciary for several entities.

Employment History
Current Registrations
Morgan Stanley
April 2025 - Present · 1 yr 1 mo
Morgan StanleyBroker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2002 - April 2025 · 22 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1994 - April 2025 · 30 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Patricia Hagood - Financial Advisor | TrueAdvisor