Patricia Wilfong

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

• 12/2021 → 09/2025
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 07/2013 → 12/2021
  Wells Fargo
  Charlotte, NC
• 09/2025 → Present
  Morgan Stanley Smith Barney Llc
  Charlotte, NC

Previous Registrations

• 2023-11-13 → 2025-09-30
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Lancaster, SC
• 2013-01-01 → 2013-08-05
  Wells Fargo Clearing Services, Llc
  Charlotte, NC

Other Businesses

(1) THE GENERAL'S QUARTERS LLC / INVESTMENT RELATED / MONROE, NC / 100% OWNERSHIP WITH SPOUSE / START 15-DECEMBER-2020 / 5 HOURS DEVOTED MONTHLY / 0 DURING TRADING / HOLDS REAL ESTATE. (2) RENTAL PROPERTY / INVESTMENT RELATED / BANNER ELK, NC / 100% OWNERSHIP WITH SPOUSE / START 15-DECEMBER-2017 / 2 HOURS DEVOTED MONTHLY / 0 DURING TRADING. (3) RENTAL PROPERTY / INVESTMENT RELATED / OCEAN ISLE BEACH, NC / 100% OWNERSHIP WITH SPOUSE / START 13-SEPTEMBER-2019 / 2 HOURS DEVOTED MONTHLY / 0 DURING TRADING. *670890-  Vow & Veil; Investment related-Yes; Waxhaw, North Carolina;Retail/Online Stores; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 0; Administrative.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-30
• S63 Uniform Securities Agent State Law Examination
  2022-12-19

Other Names

• Patricia Delia Harrity
• Patricia Delia Harrity
• Patricia Delia Wilfong
• Patricia Wilfong