Ekta Patel
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 StanleySep 2024 to now
- The Shaadi HouseSep 2022 to now
- J.P. Morgan Securities LLCJul 2023 to Jul 2024
- JPMorgan Chase Bank, N.A.Jul 2023 to Jul 2024
- Duly Health and CareFeb 2023 to Apr 2023
- Shaadi CreationsMay 2022 to Oct 2022
- U.S. BankJun 2021 to Apr 2022
- Veridian Credit UnionApr 2021 to Jun 2021
- The Gulabi CompanyJan 2021 to May 2022
- UnemployedApr 2020 to Dec 2020
- Graduate HotelsJan 2020 to Mar 2020
- UnemployedFeb 2019 to Dec 2019
- University of Iowa Hospitals & ClinicsSep 2018 to Jan 2019
- UnemployedAug 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7796625
- Firm CRD
- 149777