Dylan R Patel
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 StanleySep 2026 to now
- Morgan StanleyFeb 2026 to Aug 2026
- N/aNov 2025 to Jan 2026
- Osaic Wealth IncJul 2025 to Oct 2025
- University of PittsburghSep 2023 to May 2025
- Rkl Private WealthMay 2023 to Aug 2023
- University of PittsburghSep 2022 to May 2023
- Fedex GroundJun 2022 to Aug 2022
- KumonJun 2022 to Aug 2022
- Dallastown Area School DistrictJul 2015 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 8126610
- Firm CRD
- 149777