Patrick C Welsh
Investment adviser representative at Morgan Stanley
11 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
11 years in the industry.
- Morgan StanleyDec 2025 to now
- UnemployedJun 2025 to Nov 2025
- California Polytechnic State University, San Luis ObispoSep 2024 to Jun 2025
- Old Quad PropertiesJun 2024 to Sep 2024
- California Polytechnic State University, San Luis ObispoSep 2023 to Jun 2024
- Menlo Asset ManagementJul 2023 to Aug 2023
- California Polytechnic State University, San Luis ObispoSep 2022 to Jun 2023
- California Polytechnic State University, San Luis ObispoSep 2021 to Jun 2022
- Running RevolutionJun 2019 to Sep 2022
- Bellarmine College Preparatory High SchoolAug 2017 to May 2021
- St Leo the Great Elementary SchoolAug 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7777636
- Firm CRD
- 149777