Patrick Hasselmann is a registered investment advisor at Morgan Stanley, based in New York, NY, with 26 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
55 East 52nd Street, 28th Floor, New York, NY, 10055
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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
May 2018 - Present · 8 yrs 2 mos
Morgan Stanley
May 2018 - Present · 8 yrs 2 mos
Morgan Stanley
May 2018 - Present · 8 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2015 - May 2018 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2015 - May 2018 · 2 yrs 9 mos
Apex Clearing CorporationBroker
June 2012 - July 2015 · 3 yrs 1 mo
Penson Financial Services, INC.Broker
July 2010 - August 2012 · 2 yrs 1 mo
Ridge Clearing & Outsourcing Solutions, INC.Broker
August 2009 - July 2010 · 11 mos
J.P. Morgan Securities INC.Broker
June 2005 - August 2009 · 4 yrs 2 mos
J.P. Morgan Clearing CORP.Broker
June 2005 - December 2008 · 3 yrs 6 mos
Banc of America Investment Services, INC.Broker
October 2004 - April 2005 · 6 mos
Banc of America Investment Services, INC.
October 2004 - April 2005 · 6 mos
Quick & Reilly, INC.
November 2002 - October 2004 · 1 yr 11 mos
Quick & Reilly, INC.Broker
April 1999 - October 2004 · 5 yrs 6 mos
State Registrations53 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.