Patrick Thomas Lebeau

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

• 10/2006 → 02/2022
  Bank Of America, N.A.
  Providence, RI
• 10/2009 → 02/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI
• 02/2022 → Present
  Morgan Stanley Smith Barney Llc
  Providence, RI
• 02/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2009-10-23 → 2022-02-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI
  Providence, RI
• 2006-11-02 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Providence, RI
• 2003-03-06 → 2006-10-19
  Citizens Securities, Inc.
  Pawtucket, RI
  Rumford, RI
  Pawtucket, RI
  Barrington, RI
  Barrington, RI
  Warren, RI
  East Providence, RI
  Pawtucket, RI
  Providence, RI
  Franklin, MA
  Milford, MA
  Dedham, MA
  Natick, MA
  Milford, MA
  Franklin, MA
  Stoughton, MA
  Norwood, MA
  Walpole, MA
  Framingham, MA
  Framingham, MA
  N. Reading, MA
  Framingham, MA
  Framingham, MA
  Burlington, MA
  Burlington, MA
  Maynard, MA
  Concord, MA
  Cambridge, MA
  Cambridge, MA
  North Reading, MA
  Stoneham, MA
  North Reading, MA
  Cambridge, MA
  Cambridge, MA
  Concord, MA
  Andover, MA

Other Businesses

For profit or not for profit: Entity Charitable Name of outside business organization: Foster Forward Investment related: N Address of business: East Providence, Rhode Island, 02914 Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member","Officer"], Start date of relationship: 10/1/2021 Number of hours devoted: 30 hour(s) Yearly Number of hours devoted during trading hours: 12 Duties: Foster parents and Foster children support organization I am on the board of directors, this is to add the position as President of the board - volunteer from the existing VP role. *623897 - OM International Sideband Society; Investment Related - No; Benton, Kentucky; Technology, Recreation; part of the ethics, advisory and bylaws committees (non-board, non-elected,non-governance)(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01-2025; During Business Hours: 0; After Business Hours: 1; to participate with other volunteers from time to time to make recomendations to the official board regarding member issues

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-08-06
• S63 Uniform Securities Agent State Law Examination
  1992-05-22

Designations

• Certified Financial Planner

Other Names

• Patrick Thomas Lebeau
• Patrick Thomas Le Beau