LP
LP
Liam Patterson is a registered investment advisor at Morgan Stanley, based in Melville, NY, with 17 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
58 South Service Road, Suite 400, Melville, NY, 11747
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Regulatory History (1)
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Customer Dispute
May 2016Denied
Employment History
Current Registrations
Morgan Stanley
October 2015 - Present · 10 yrs 7 mos
Morgan StanleyBroker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Scottrade, INC.Broker
July 2008 - August 2015 · 7 yrs 1 mo
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.