Patrick Evans is a CFP-designated registered investment advisor at Morgan Stanley, based in Houston, TX, with 23 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
2800 Post Oak Boulevard, 18th Floor, Houston, TX, 77056
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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
January 2020 - Present · 6 yrs 4 mos
Morgan Stanley
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2017 - January 2020 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2017 - January 2020 · 2 yrs 2 mos
Neuberger Berman Bd LLC
August 2012 - February 2017 · 4 yrs 6 mos
Neuberger Berman Bd LLCBroker
February 2012 - February 2017 · 5 yrs
Cohen & Steers Securities, LLCBroker
August 2009 - February 2012 · 2 yrs 6 mos
Blackrock Investment Management, LLC
September 2006 - April 2009 · 2 yrs 7 mos
Blackrock Investments, INC.Broker
September 2006 - April 2009 · 2 yrs 7 mos
Merrill Lynch Investment Managers LP
April 2005 - September 2006 · 1 yr 5 mos
Fam Distributors, INC.Broker
March 2005 - September 2006 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2005 - March 2005 · 0 mos
Merrill Lynch Pierce Fenner & Smith INC.
March 2005 - March 2005 · 0 mos
Goldman Sachs Asset Management, L.P.
July 2003 - February 2005 · 1 yr 7 mos
Goldman, Sachs & CO.
November 2002 - February 2005 · 2 yrs 3 mos
Goldman, Sachs & CO.Broker
February 2001 - February 2005 · 4 yrs
State Registrations30 states
ARAZCACOCTDCDEFLILINKSLAMAMDMEMTNCNMNYOHOKORPASCTXUTVAVTVirgin IslandsWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.