Mihir J Patel

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

• 10/2011 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2003-05-21 → 2011-10-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY

Other Businesses

1. PIERRE MAISON CONDO BOARD; 1 HOUR AFTER BUSINESS; 0 DURING BUSINESS 2. SOLE PROPRIETOR/OWNER; RENTAL PROPERTY; AS OF 06/2014; DURING BUSINESS HOURS 0 AFTER BUSINESS HOURS 0; I AM RENTING MY CONDO UNIT FOR $16,500 A MONTH. 3. *428378 - Trust; Investment related - Yes; University of Richmond, Virginia; Board Member; 05/2021; During business hours: 0; After business hours: 2;

Exams

• S66 Uniform Combined State Law Examination
  2003-05-15

Other Names

• Mihir Patel