MP
MP
Moira Patterson is a registered investment advisor at Morgan Stanley, based in Melville, NY, with 21 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
58 South Service Road, Suite 400, Melville, NY, 11747
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Regulatory History (1)
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Customer Dispute
May 2016Closed-No Action
Other Business Activities
Moira serves as a trustee/co-trustee for a trust in Syosset, New York, since December 2022. This activity is investment-related and takes minimal time.
Employment History
Current Registrations
Morgan Stanley
March 2014 - Present · 12 yrs 2 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
May 2005 - June 2009 · 4 yrs 1 mo
Syndicated Capital, INC.Broker
January 2002 - June 2002 · 5 mos
State Registrations32 states
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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.