PL
PL

Patrick Lesley

29 Years of Experience
Houston, TX
Broker

Patrick Lesley is a registered investment advisor at Morgan Stanley, based in Houston, TX, 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
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

1330 Post Oak Boulevard, Suite 900, Houston, TX, 77056

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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

Patrick is a board member and District Governor for Rotary International, a charitable non-profit organization. He spends minimal time on this activity, both during and after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 1997 - April 2007 · 10 yrs 1 mo
Morgan Stanley Dw INC.Broker
February 1997 - April 2007 · 10 yrs 2 mos
State Registrations20 states
AKARAZCACTFLHIINLAMIMSMTNMNYOKPARITNTXWA
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.