Patrick Bransome is a registered investment advisor at Morgan Stanley, based in Pittsburgh, PA, 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
Loading...
Location
One PPG Place, Suite1300, Pittsburgh, PA, 15222
Get directionsHistory
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
March 2022 - Present · 4 yrs 2 mos
Morgan Stanley
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2013 - March 2022 · 8 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2013 - March 2022 · 8 yrs 10 mos
Morgan Stanley
January 2011 - June 2013 · 2 yrs 5 mos
Morgan StanleyBroker
June 2009 - June 2013 · 4 yrs
Citigroup Global Markets INC.Broker
November 2005 - June 2009 · 3 yrs 7 mos
Schottenfeld Group LLCBroker
July 2004 - September 2005 · 1 yr 2 mos
Puglisi & CO.Broker
February 2004 - June 2004 · 4 mos
Terra Nova Trading, L.L.C.Broker
September 2003 - January 2004 · 4 mos
Fsc Securities CorporationBroker
September 2002 - August 2003 · 11 mos
Raymond C. Forbes & CO., INC.Broker
August 2001 - September 2002 · 1 yr 1 mo
Goldman, Sachs & CO.Broker
November 2000 - August 2001 · 9 mos
Direct Brokerage, INC.Broker
April 2000 - October 2000 · 6 mos
Midwood Securities, INC.Broker
September 1999 - April 2000 · 7 mos
State Registrations15 states
AZCACODCDEFLGANCNJNVNYORPAVAWA
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.