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Patrick Joseph Mccabe

Morgan Stanley

New Orleans, LA

CRD 4504877

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-08
AL RA APPROVED 2013-02-06
LA RA APPROVED 2013-02-01
  • TX RA
    APPROVED_RES
    Since 2020-04-08
  • AL RA
    APPROVED
    Since 2013-02-06
  • LA RA
    APPROVED
    Since 2013-02-01

Branch Locations

1100 Poydras Street Suite 1900, New Orleans, LA 70163 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley New Orleans LA 01/2013 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-23
S63 Uniform Securities Agent State Law Examination 2002-06-03
  • S66 Uniform Combined State Law Examination
    2009-01-23
  • S63 Uniform Securities Agent State Law Examination
    2002-06-03
Other Names
  • Patrick Joseph Mccabe
  • Patrick Joseph Mccabe

View on SEC IAPD

Nearby Firms

MONTZ HARCUS WEALTH MANAGEMENT
BEACON POINTE ADVISORS, LLC
EDWARD JONES

Nearby Investors

CHRISTINE CHAMPAGNE MONTZ
JOSEPH CHARLES MONTZ
Morell S Crane

Nearby Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA

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