PH
CFP
PH
CFP
Patrick Hutchinson is a CFP-designated registered investment advisor at Morgan Stanley, based in Baltimore, MD, with 11 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
1201 Wills Street, Suite 700, Baltimore, MD, 21231
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
December 2022 - Present · 3 yrs 9 mos
Morgan StanleyBroker
December 2022 - Present · 3 yrs 9 mos
Previous Registrations
Commonwealth Financial Network
March 2017 - December 2022 · 5 yrs 9 mos
Commonwealth Financial NetworkBroker
March 2017 - December 2022 · 5 yrs 9 mos
Severn Financial Advisors, LLC
January 2015 - December 2022 · 7 yrs 11 mos
Cambridge Investment Research Advisors, INC.
August 2014 - March 2017 · 2 yrs 7 mos
Cambridge Investment Research, INC.Broker
May 2014 - March 2017 · 2 yrs 10 mos
State Registrations32 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.