PR
PR
Patrick Roth is a registered investment advisor at Morgan Stanley, based in Kansas City, MO, with 12 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
4520 Main Street, Kansas City, MO, 64111
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Regulatory History (1)
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Criminal
February 2009Final Disposition
Employment History
Current Registrations
Morgan Stanley
August 2013 - Present · 12 yrs 9 mos
Morgan StanleyBroker
July 2013 - Present · 12 yrs 10 mos
State Registrations39 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.