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Patricia Fontan

Morgan Stanley

Short Hills, NJ

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-05-04
NJ RA APPROVED 2021-04-27
  • TX RA
    APPROVED
    Since 2021-05-04
  • NJ RA
    APPROVED
    Since 2021-04-27

Branch Locations

150 Jfk Parkway 2Nd Floor, Short Hills, NJ 07078 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch Summit NJ 02/2005 01/2017
Morgan Stanley Florham Park NJ 10/2017 08/2019
Unemployed Clark NJ 01/2017 10/2017
Morgan Stanley Short Hills NJ 09/2020 Present
Unemployed Clark NJ 08/2019 11/2019
Trx Transaction Services Holmdel NJ 11/2019 05/2020
Unemployed Clark NJ 05/2020 09/2020
  • 02/2005 → 01/2017
    Merrill Lynch
    Summit, NJ
  • 10/2017 → 08/2019
    Morgan Stanley
    Florham Park, NJ
  • 01/2017 → 10/2017
    Unemployed
    Clark, NJ
  • 09/2020 → Present
    Morgan Stanley
    Short Hills, NJ
  • 08/2019 → 11/2019
    Unemployed
    Clark, NJ
  • 11/2019 → 05/2020
    Trx Transaction Services
    Holmdel, NJ
  • 05/2020 → 09/2020
    Unemployed
    Clark, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-26
  • S66 Uniform Combined State Law Examination
    2021-04-26
Other Names
  • Patricia Fajardo
  • Patricia Fajardo

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
RIDGEWOOD INVESTMENTS
J.P. MORGAN SECURITIES LLC
DORCHESTER ADVISORS LLC
ESTEE ADVISORS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
UNITED SUCCESS WEALTH MANAGEMENT
TRANSAMERICA FINANCIAL ADVISORS, LLC

Other Investors

DAVID SETH LEIBOWITZ
VALERIE RUBIO LEMMON
TERRANCE PATRICK MCGUIRE
KAUSHAL BHUPENDRA MAJMUDAR
Kevin R Walker
Renee OConnor
John Varghese Cholankeril
DUSHYANT PANDIT

Other Offices

LPL FINANCIAL LLC · SHORT HILLS, NJ
RIDGEWOOD INVESTMENTS · SPRINGFIELD, NJ
J.P. MORGAN SECURITIES LLC · SHORT HILLS, NJ
DORCHESTER ADVISORS LLC · SHORT HILLS, NJ
ESTEE ADVISORS LLC · SHORT HILLS, NJ
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SHORT HILLS, NJ
UNITED SUCCESS WEALTH MANAGEMENT · SHORT HILLS, NJ
TRANSAMERICA FINANCIAL ADVISORS, LLC · SHORT HILLS, NJ

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