Michael Patterson is a registered investment advisor at Morgan Stanley, based in Chicago, IL, 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
Loading...
Location
233 South Wacker Drive Suite 9200, Pwm, Chicago, IL, 60606
Get directionsHistory
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
October 2017 - Present · 8 yrs 11 mos
Morgan Stanley
October 2017 - Present · 8 yrs 11 mos
Morgan StanleyBroker
October 2017 - Present · 8 yrs 11 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
August 2015 - October 2017 · 2 yrs 2 mos
Robert W. Baird & CO. Incorporated
July 2015 - October 2017 · 2 yrs 3 mos
Rmb Capital Management
May 2014 - September 2015 · 1 yr 4 mos
State Registrations28 states
AZCACODCFLILINMAMDMEMIMNMOMTNCNJNMNYOHORSDTXUTVAWAWIWVWY
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.