R Blair Patteson

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

Authority	Category	Status	Date
GA	RA	APPROVED	2019-04-23
TN	RA	APPROVED	2009-06-01
TX	RA	APPROVED_RES	2009-06-01

GA RA
APPROVED

Since 2019-04-23
TN RA
APPROVED

Since 2009-06-01
TX RA
APPROVED_RES

Since 2009-06-01

Branch Locations

Landmark Center 1111 North Shore Dr Ste N-160, Knoxville, TN 37919 • United States

2000 Meridian Boulevard Suite 290, Franklin, TN 37067 • 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

Organization	City	State	From	To
Morgan Stanley & Co., Incorporated	Knoxville	TN	04/2007	Present
Morgan Stanley Smith Barney	Knoxville	TN	06/2009	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

04/2007 → Present

Morgan Stanley & Co., Incorporated

Knoxville, TN
06/2009 → Present

Morgan Stanley Smith Barney

Knoxville, TN
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

2007-04-02 → 2009-06-01

Morgan Stanley & Co. Llc

Knoxville, TN
2004-02-02 → 2007-04-02

Morgan Stanley Dw Inc.

Knoxville, TN

Knoxville, TN

Other Businesses

1) RENTAL PROPERTY- 10008 CASA REAL COVE KNOXVILLE TN 37922- OWNER, I OWN RENTAL UNITS- 100% SHARES HELD- 0 HOURS DEVOTED- INVESTMENT RELATED*** 2) ROGUE MANOR LLC; REAL ESTATE INVESTMENT IN RAW LAND; KNOXVILLE, TN; 2 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 02/2013

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-08-29

S66 Uniform Combined State Law Examination

2003-08-29

Other Names

Rian Blair Patteson
R Blair Patteson
R Blair Patteson
R Blair Patteson

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