PP
PP

Patrick Power

1 Year of Experience
Worcester, MA
Broker

Patrick Power is a registered investment advisor at Morgan Stanley, based in Worcester, MA, with 1 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

100 Front Street, Worcester, MA, 01608

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Patrick works as a busser at Vintage Grille, a restaurant/bar/nightclub in Worcester, Massachusetts. This takes about a quarter of his time after business hours.

Employment History
Current Registrations
Morgan Stanley
January 2025 - Present · 1 yr 4 mos
Morgan StanleyBroker
October 2024 - Present · 1 yr 7 mos
State Registrations39 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.
Patrick Power - Financial Advisor | TrueAdvisor