KP
ChFC
KP
ChFC
Kimberly Patterson
23 Years of Experience
Rochester, NY
1 DisclosureBroker
Kimberly Patterson is a ChFC-designated registered investment advisor at Morgan Stanley, based in Rochester, NY, 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
300 Linden Oaks, Suite 200, Rochester, NY, 14625
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2009Settled
Employment History
Current Registrations
Morgan StanleyBroker
May 2025 - Present · 1 yr
Morgan Stanley
May 2025 - Present · 1 yr
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2013 - May 2025 · 12 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2013 - May 2025 · 12 yrs 3 mos
Morgan Stanley
November 2010 - February 2013 · 2 yrs 3 mos
Morgan StanleyBroker
June 2009 - February 2013 · 3 yrs 8 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
July 2002 - April 2007 · 4 yrs 9 mos
State Registrations28 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.