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Robert Patrick Wheatley

Morgan Stanley

Boston, MA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-06-03
CT RA APPROVED 2022-05-04
  • TX RA
    APPROVED
    Since 2022-06-03
  • CT RA
    APPROVED
    Since 2022-05-04

Branch Locations

28 State Street 26Th Floor, Boston, MA 02109 • 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
Mfs Fund Distributors, Inc. Boston MA 07/2015 03/2022
Morgan Stanley Smith Barney Llc Boston MA 03/2022 Present
  • 07/2015 → 03/2022
    Mfs Fund Distributors, Inc.
    Boston, MA
  • 03/2022 → Present
    Morgan Stanley Smith Barney Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-04
S63 Uniform Securities Agent State Law Examination 2015-06-11
  • S65 Uniform Investment Adviser Law Examination
    2022-05-04
  • S63 Uniform Securities Agent State Law Examination
    2015-06-11

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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