Tracy Patrick is a registered investment advisor at Morgan Stanley, based in Cincinnati, OH, with 3 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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Assets Under Management
Fee Structure
Location
7755 Montgomery Road, 2nd Floor, Cincinnati, OH, 45236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tracy serves on the finance committee for St. Henry Catholic Parish, acting as a parent liaison between the parish and school related to parish funds. This activity requires minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations47 states
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