Patrick Conor Mcginty
Investment adviser representative at Morgan Stanley
10 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
10 years in the industry.
- Morgan Stanley Private Bank, N.AJan 2025 to now
- Morgan StanleyApr 2023 to now
- First Republic Securities Company, LLCOct 2022 to Apr 2023
- First Republic Investment Management, IncAug 2022 to Apr 2023
- UnemployedJan 2022 to Aug 2022
- Naturally Bay AreaJun 2021 to Dec 2021
- Perfect Day FoodsJun 2021 to Aug 2021
- Northwestern MutualDec 2020 to Jun 2021
- Graduate GlassMay 2020 to Sep 2020
- UnemployedSep 2019 to May 2020
- Aurora Organic DairyJun 2019 to Sep 2019
- UnemployedSep 2018 to Jun 2019
- Nordstrom HillsdaleJun 2018 to Sep 2018
- UnemployedSep 2017 to Jun 2018
- Sixto's CantinaJun 2017 to Sep 2017
- Macy's Department Store HillsdaleJun 2017 to Aug 2017
- UnemployedAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7316637
- Firm CRD
- 149777