PR
PR

Patrick Rivard

23 Years of Experience
Birmingham, MI
Broker

Patrick Rivard is a registered investment advisor at Morgan Stanley, based in Birmingham, MI, 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

34901 Woodward Avenue, Suite 300, Birmingham, MI, 48009

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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

Patrick is a member of the Finance Council for St. Regis Parish, assisting with the operations of the church and school. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
July 2009 - Present · 16 yrs 10 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
July 2007 - June 2009 · 1 yr 11 mos
Citigroup Global Markets INC.Broker
September 2002 - August 2007 · 4 yrs 11 mos
State Registrations34 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.