JP
JP

John Pattisall

19 Years of Experience
Williamsburg, VA
Broker

John Pattisall is a registered investment advisor at Morgan Stanley, based in Williamsburg, VA, with 19 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

437 West Duke of Gloucester Street, Williamsburg, VA, 23185

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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

John is a check signer for CPP WMBG Holdings, a real estate rental property in Williamsburg, Virginia, since September 2023. He spends minimal time on this investment-related activity.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
December 2007 - June 2009 · 1 yr 6 mos
Citigroup Global Markets INC.Broker
October 2007 - June 2009 · 1 yr 8 mos
Wachovia Securities, LLCBroker
May 2006 - October 2007 · 1 yr 5 mos
State Registrations41 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.