PG
PG

Patricio Gerscovich

24 Years of Experience
Miami, FL
Broker

Patricio Gerscovich is a registered investment advisor at Morgan Stanley, based in Miami, FL, 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

200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131

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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

Patricio owns rental property in Miami, Florida since 2015. He also owns 33.33% of Industry of all Nations LLC, a clothing company, and is an officer of New Joshua LLC, a real estate company, since 2018. He spends minimal time on these activities outside of business hours.

Employment History
Current Registrations
Morgan Stanley
May 2017 - Present · 9 yrs 4 mos
Morgan StanleyBroker
May 2017 - Present · 9 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2005 - May 2017 · 12 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
July 2003 - May 2017 · 13 yrs 10 mos
Prudential Securities IncorporatedBroker
June 2001 - July 2003 · 2 yrs 1 mo
State Registrations12 states
CACODEFLGAILMONYPASDVAWY
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.
Patricio Gerscovich - Financial Advisor | TrueAdvisor