Patrick Wiethorn
Investment adviser representative at Morgan Stanley
20 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Patrick Wiethorn? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Morgan Stanley Private Bank, N.ADec 2021 to now
- Morgan StanleyOct 2021 to now
- Morgan Stanley Smith Barney LLCOct 2021 to now
- Bank of America, N.A.Mar 2017 to Oct 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2017 to Oct 2021
- PNC InvestmentsMay 2012 to Jan 2017
- PNC BankDec 2006 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1995
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2410571
- Firm CRD
- 149777