Patrick R Langone

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Providence, RI

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Providence, RI
• 2002-12-17 → 2007-04-02
  Morgan Stanley Dw Inc.
  Burlington, VT
  Providence, RI
  Burlington, VT

Other Businesses

FINRA Hearing Panelist; Investment related -No; Regulatory; District Committee Member (proprietor, partner, officer, director, employee, trustee, agent); 10/2017; During business hours: 1; After business hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2004-10-26
• S63 Uniform Securities Agent State Law Examination
  1998-08-28

Other Names

• Patrick Robert (Jr) Langone
• Patrick Robert Langone
• Patrick R Langone Jr
• Patrick R Langone
• Patrick R Langone Jr
• Patrick R Langone Jr.