Patricia Jaqueline Alba

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → Present
  Morgan Stanley Smith Barney Llc
  Miami, FL
• 01/2016 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

BEST IMPORT & EXPORT INC; VICE PRESIDENT; IMPORT AND EXPORT OF KITCHEN AND COOKING INSTRUMENTS FOR RESTAURANTS/HOTELS; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0; NOT INVESTMENT RELATED; FLORIDA; START DATE: 03/2016

Exams

• S66 Uniform Combined State Law Examination
  2016-09-26

Other Names

• Patricia Jacqueline Alba