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Patricia Glass

27 Years of Experience
New York, NY
Broker

Patricia Glass is a registered investment advisor at Morgan Stanley, based in New York, NY, 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

399 Park Avenue, 12th Floor, New York, NY, 10022

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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 board member of Villager 3, LLC since 2014, which owns a condominium purchased with a loan from Morgan Stanley. Patricia owns 100% of the condo and is the sole owner of the single-member LLC.

Employment History
Current Registrations
Morgan StanleyBroker
May 2012 - Present · 14 yrs
Morgan Stanley
May 2012 - Present · 14 yrs
Previous Registrations
Credit Suisse Securities (USA) LLC
January 2003 - June 2012 · 9 yrs 5 mos
Credit Suisse Securities (USA) LLCBroker
January 2003 - June 2012 · 9 yrs 5 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
January 2000 - January 2003 · 3 yrs
Donaldson Lufkin & Jenrette Securities Corporation
January 2000 - January 2003 · 3 yrs
Donaldson, Lufkin & Jenrette Securities CorporationBroker
April 1999 - October 1999 · 6 mos
Weston Capital Markets INC.Broker
July 1996 - June 1997 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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