Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Smith is a financial advisor with Morgan Stanley Institutional Investment Advisors LLC. Patrick Smith has been in the financial industry since 2007 and holds the Series 7 and Series 63 securities licenses. Patrick Smith is also a Chartered Financial Analyst. He is registered with the states of Colorado and Texas. Before joining Morgan Stanley Institutional Investment Advisors LLC, Patrick Smith worked at Green Manning & Bunch, Ltd. and Gleacher Partners LLC. Patrick Smith is a specialist in investment policy statements, investment management, and pension consulting. Patrick Smith provides investment advisory services for corporations, pension and profit-sharing plans, and government entities.
5299 DTC BLVD., SUITE 1000
GREENWOOD VILLAGE, CO 80111
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Csc - investment policy statement creation/review for 3(21)a and 3(38) erisa plans
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
06/25/2024 - Present
Morgan Stanley Institutional Investment Advisors LLC (GREENWOOD VILLAGE CO)
CO
07/13/2007 - 12/04/2007
GREEN MANNING & BUNCH, LTD. (DENVER CO)
NY
01/09/2007 - 06/14/2007
GLEACHER PARTNERS LLC (NEW YORK NY)
BC
Issued 01/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Patrick Smith is the right advisor for you? Invested Better is here to help.
