Patricia Mason is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 24 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
Mack Center Iv, South 61, Paramus Road, Paramus, NJ, 07652
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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
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
July 2008 - June 2009 · 11 mos
Morgan Stanley & CO. Incorporated
July 2008 - June 2009 · 11 mos
Citigroup Global Markets INC.Broker
November 2005 - July 2008 · 2 yrs 8 mos
Citigroup Global Markets INC.
November 2005 - July 2008 · 2 yrs 8 mos
Morgan Stanley
April 2005 - November 2005 · 7 mos
Morgan Stanley Dw INC.Broker
April 2005 - November 2005 · 7 mos
UBS Financial Services INC.
June 2002 - April 2005 · 2 yrs 10 mos
UBS Financial Services INC.Broker
November 2001 - April 2005 · 3 yrs 5 mos
Morgan Stanley Dw INC.Broker
March 2001 - April 2001 · 1 mo
State Registrations47 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWY
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Exams
No exam information available for this advisor.