Tracy Pati is a registered investment advisor at Morgan Stanley, based in Park City, UT, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1441 West Ute Boulevard, Suite 180, Park City, UT, 84098
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tracy coaches lacrosse at the University of Utah and Utah Women's Lacrosse, spending a few hours per week on these activities. Tracy also owns rental property, dedicating minimal time to property management.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
State Registrations53 states
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