Drew A Patrick

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

• 03/2021 → Present
  Morgan Stanley
  Gilbert, AZ
• 08/2020 → 02/2021
  Marcus And Millichap
  Irvine, CA
• 07/2019 → 03/2020
  Harvey And Company
  Newport Beach, CA
• 05/2018 → 08/2018
  First Republic Bank
  Los Angeles, CA
• 06/2017 → 08/2017
  Sincere Financial Holdings
  Hong Kong
• 08/2015 → 06/2017
  University Of Arizona
  Tucson, AZ
• 08/2017 → 05/2018
  University Of Arizona
  Tucson, AZ
• 08/2018 → 05/2019
  University Of Arizona
  Tucson, AZ
• 03/2020 → 08/2020
  Unemployed
  Los Alamitos, CA
• 04/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*702179- Personal Rental Property; Investment related - Yes; Chandler, Arizona; Real Estate:Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 0; After business hours: 5; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2021-06-02

Other Names

• Drew Patrick