Patrick John Molloy
Investment adviser representative at Morgan Stanley
23 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
23 years in the industry.
- Morgan StanleyMar 2026 to now
- PNC Wealth ManagementJun 2025 to Mar 2026
- UnemployedJan 2024 to Jun 2025
- University of PittsburghAug 2021 to May 2025
- Gabriella's Italian SteakhouseJun 2020 to Jan 2024
- UnemployedNov 2019 to Jun 2020
- Beacon Hill Country ClubJun 2019 to Nov 2019
- UnemployedMar 2003 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 8108140
- Firm CRD
- 149777