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Calvin Jay Patel

Morgan Stanley & Co. LLC

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About Calvin Jay Patel

Calvin Jay Patel is a registered representative with Morgan Stanley & Co. LLC in Menlo Park, California. Calvin has been in the industry since June 2019 and holds the Series 63, Series 79TO, Series 86, Series 87, Series 7TO, and SIE licenses. Calvin previously worked at Macquarie Capital (USA) Inc. in New York, New York.

Firm Information

Calvin Patel is currently registered with Morgan Stanley & Co. LLC. Morgan Stanley & Co. LLC is a Limited Liability Company formed on December 3, 1969. It is registered in 53 states and has one approved SEC registration. The firm has been involved in 471 Regulatory Events, 5 Civil Events, and 54 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

462

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Calvin Patel’s Registration & Firm History

CA

09/17/2020 - Present

Morgan Stanley & Co. LLC (Menlo Park CA)

NY

06/10/2019 - 09/03/2020

MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/18/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/02/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 09/11/2019

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 08/12/2019

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 06/10/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/14/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

MIAX Sapphire

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Calvin Jay Patel.
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