Patrick Wiethorn

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

• 12/2006 → 01/2017
  Pnc Bank
  Pittsbrurgh, PA
• 05/2012 → 01/2017
  Pnc Investments
  Pittsburgh, PA
• 01/2017 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sewickley, PA
• 03/2017 → 10/2021
  Bank Of America, N.A.
  Sewickley, PA
• 10/2021 → Present
  Morgan Stanley Smith Barney Llc
  Upper St. Clair, PA
• 12/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2017-01-26 → 2021-11-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sewickley, PA
  Pittsburgh, PA
• 2013-01-01 → 2017-01-23
  Pnc Wealth Management Llc
  Greensburg, PA
  Pittsburgh, PA
• 2002-06-17 → 2006-12-18
  Federated Investment Counseling
  Pittsburgh, PA

Other Businesses

*575904- Sisters of St. Joseph; Investment related: No; Sewickley, Pennsylvania; Children/Youth, Civic/Community, Education, Hardship Assistance, Religious; Advisory Board, Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 0; After business hours: 10; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2012-12-29
• S65 Uniform Investment Adviser Law Examination
  1995-03-23
• S63 Uniform Securities Agent State Law Examination
  1993-11-10

Other Names

• Patrick Morgan Wiethorn