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Patrick Stephen Langevin

Morgan Stanley

Chicago, IL

Bethesda, MD

CRD 7275922

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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

AuthorityCategoryStatusDate
IL RA APPROVED 2025-05-19
TX RA APPROVED 2023-03-23
MD RA APPROVED 2023-03-16
  • IL RA
    APPROVED
    Since 2025-05-19
  • TX RA
    APPROVED
    Since 2023-03-23
  • MD RA
    APPROVED
    Since 2023-03-16

Branch Locations

233 S Wacker Dr. Suite 8600, Chicago, IL 60606 • United States

7500 Old Georgetown Road 10Th Floor, Bethesda, MD 20814 • 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
Student Washington DC 06/2014 06/2018
Student Dayton OH 06/2018 07/2022
Ubs Financial Services Washington DC 07/2022 01/2023
Morgan Stanley Bethesda MD 02/2023 Present
  • 06/2014 → 06/2018
    Student
    Washington, DC
  • 06/2018 → 07/2022
    Student
    Dayton, OH
  • 07/2022 → 01/2023
    Ubs Financial Services
    Washington, DC
  • 02/2023 → Present
    Morgan Stanley
    Bethesda, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-10
  • S66 Uniform Combined State Law Examination
    2023-03-10

View on SEC IAPD

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