Aakash P Patel

Morgan Stanley

4 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Morgan Stanley

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

22133 advisors

Number of Clients

2,539,760 clients

Average Client Portfolio

$650K average

Assets Under Management

$1650.0B

Fee Structure

Financial Planning:Investment management only

Location

Harborside 2, 200 Hudson Street, Suite 501, Jersey City, NJ, 07311

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History

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.

Other Business Activities

Aakash is the founder of Stramperpress (Inital A LLC), an eCommerce business, since 2017. He spends minimal time maintaining Amazon and Etsy listings, editing photos and videos for branding, and this activity is not investment-related.