Patrick H Oakland
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 Stanley Private Bank, N.AFeb 2026 to now
- Morgan StanleyNov 2025 to now
- UkgJun 2023 to Oct 2025
- GapMay 2023 to Jun 2023
- LsuAug 2022 to May 2023
- Beau Wofford State Farm AgentMay 2022 to Aug 2022
- Lsu Residential LifeAug 2020 to May 2022
- GapJul 2020 to Aug 2020
- Rouses MarketMar 2020 to Jul 2020
- Lsu Residential LifeDec 2019 to Mar 2020
- LsuAug 2019 to Dec 2019
- Andrea Erwin Potter Law FirmMay 2019 to Aug 2019
- Bosco's Italian CafeMar 2018 to Aug 2019
- GapFeb 2018 to Mar 2018
- CutcoSep 2017 to Feb 2018
- UnemployedNov 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 8185362
- Firm CRD
- 149777