PB
PB

Patrick Beale

24 Years of Experience
Atlanta, GA
Broker

Patrick Beale is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, 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

5565 Glenridge Connector, Suite 1900, Atlanta, GA, 30342

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History

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.

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Other Business Activities

Patrick is the treasurer for the Etowah High School Girls Lacrosse Booster Club, handling accounting and bookkeeping. This recreational activity takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2014 - Present · 11 yrs 11 mos
Morgan StanleyBroker
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
Edward JonesBroker
April 2002 - June 2012 · 10 yrs 2 mos
H&r Block Financial Advisors, INC.Broker
March 2000 - September 2001 · 1 yr 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Patrick Beale - Financial Advisor | TrueAdvisor