Patrick Smith Doyle

CFA

Morgan Stanley Investment Management INC.

10 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Morgan Stanley Investment Management INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

23 advisors

Number of Clients

21,920 clients

Average Client Portfolio

$28.2M average

Assets Under Management

$619.2B

Fee Structure

Financial Planning:Investment management only

Location

1585 Broadway, New York, NY, 10036

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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.

Employment History

Current Registrations

Morgan Stanley Investment Management INC.

February 2022 - Present · 4 yrs

Eaton Vance Distributors, INC.Broker

January 2022 - Present · 4 yrs 1 mo

Previous Registrations

Morgan Stanley Investment Management INC.

November 2018 - January 2022 · 3 yrs 2 mos

Morgan Stanley Distribution, INC.Broker

November 2018 - January 2022 · 3 yrs 2 mos

Amundi Pioneer Institutional Asset Management, INC.

December 2015 - October 2018 · 2 yrs 10 mos

Amundi Pioneer Distributor, INC.Broker

October 2015 - October 2018 · 3 yrs

State Registrations52 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.