Patrick Logan Galloway

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

• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY
• 06/2013 → Present
  Morgan Stanley
  Nashville, TN

Previous Registrations

• 2004-11-01 → 2011-06-29
  Morgan Keegan & Company, Llc
  Jacksonville, FL
  Jacksonville, FL
  Albany, GA
  Jacksonville, FL
  Ponte Vedra Beach, FL
  Pensacola, FL
  Pensacola, FL
  Albany, GA
• 2003-11-05 → 2004-11-02
  Synovus Securities, Inc.
  Albany, GA

Other Businesses

*486862 - Estate; Investment related -Yes; Franklin, Tennessee; 04/2022; During business hours: 0; After business hours: 0; *486807- Estate; Investment related Yes; Nashville, Tennessee; Estate; Executor/ Co Executor; 03/2022; During business hours: 0; After business hours: 0; Estate Administration *607218 - YMCA of Middle Tennessee ; Investment Related - No; nashville, Tennessee; Civic/Community, Children/Youth, Health and Welfare, Social & Recreational; Finance Committee:Board Member(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2025; During Business Hours: 0; After Business Hours: 1; Administrative *626557- Subtle Road LLC; Investment related: Yes; Edmonton, Kentucky; Agriculture; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 0; After business hours: 1; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2003-10-31