Patrick Lospennato
Investment adviser representative at Morgan Stanley
12 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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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
12 years in the industry.
- Morgan StanleyMar 2026 to now
- Citizens BankApr 2025 to Mar 2026
- Santander Securities, LLCDec 2022 to Apr 2025
- Santander Bank, NAApr 2021 to Apr 2025
- Citizens BankMar 2019 to Apr 2021
- Century 21 North EastFeb 2019 to Mar 2019
- Dacey RealtyNov 2018 to Jan 2019
- Revere Public SchoolsSep 2018 to Mar 2019
- Big Night Entertainment GroupSep 2018 to Jan 2019
- Live NationMay 2018 to Oct 2018
- Lowe's CompaniesMar 2018 to May 2018
- Boch CenterSep 2017 to Oct 2018
- PrimarkJun 2017 to Dec 2017
- The National Society of Leadership and SuccessJul 2015 to Jun 2017
- Century 21 North EastJul 2014 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 7121506
- Firm CRD
- 149777