PL
PL

Patrick Laterza

19 Years of Experience
New York, NY
Broker

Patrick Laterza is a registered investment advisor at Morgan Stanley, based in New York, NY, 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

55 East 52nd Street, 12th Floor, New York, NY, 10055

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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 involved with We Care NJ Corp as part of the finance committee, focusing on civic/community, environmental, land preservation, and public safety initiatives. He spends about a quarter of his time on accounting/bookkeeping, business development/growth, check signing/funds disbursements, and fundraising activities after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
October 2021 - Present · 4 yrs 11 mos
Morgan Stanley
October 2021 - Present · 4 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
January 2012 - October 2021 · 9 yrs 9 mos
Citigroup Global Markets INC.Broker
January 2012 - October 2021 · 9 yrs 9 mos
Hsbc Securities (USA) INC.Broker
January 2010 - September 2011 · 1 yr 8 mos
Hsbc Securities (USA) INC.
January 2010 - September 2011 · 1 yr 8 mos
Citigroup Global Markets INC.
July 2008 - December 2009 · 1 yr 5 mos
Citigroup Global Markets INC.Broker
May 2007 - December 2009 · 2 yrs 7 mos
Citicorp Investment ServicesBroker
April 2006 - May 2007 · 1 yr 1 mo
State Registrations11 states
CACTFLMAMDNCNJNYPAVAVT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.