Patrick W King

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

• 10/2014 → 02/2021
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 03/2021 → 02/2022
  Bay Miles Group Llc
  St Petersburg, FL
• 02/2022 → 07/2022
  Fisher Investments
  Tampa, FL
• 08/2022 → Present
  Morgan Stanley
  Saint Petersburg, FL

Previous Registrations

• 2022-02-25 → 2022-08-01
  Fisher Investments
  Plano, TX
  Tampa, FL
• 2014-10-16 → 2021-03-03
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 2006-06-19 → 2014-03-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Jacksonville, FL
  New York, NY
  Jacksonville, FL

Other Businesses

*516487 - BAY MILES GROUP LLC; Investment related - No; ST PETERSBURG, Florida; Publishing, Technology; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2021; During business hours: 0; After business hours: 5; Business Development/Growth *525077 - POA; Investment related: Yes; Saint Petersburg, Florida; POA; 10/2022; During business hours: 0; After business hours: 1;

Exams

• S66 Uniform Combined State Law Examination
  2006-06-15

Other Names

• Patrick William King