Patrick J Shurdut

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

• 07/2021 → 04/2022
  Equitable Advisors Llc
  New York, NY
• 06/2020 → 08/2020
  Morgan Stanley Wealth Management
  Tampa Bay, FL
• 08/2017 → 05/2021
  Bryant University
  Smithfield, RI
• 05/2021 → 07/2021
  Unemployed
  South Boston, MA
• 09/2012 → 08/2017
  Scituate High School
  Scituate, MA
• 07/2022 → Present
  Morgan Stanley
  Tampa, FL

Previous Registrations

• 2021-12-15 → 2022-04-27
  Equitable Advisors, Llc
  Wellesley, MA

Exams

• S66 Uniform Combined State Law Examination
  2021-11-02

Other Names

• Patrick Joseph Shurdut