Patrick Seamus Hutchinson

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

• 03/2014 → 03/2017
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2015 → 12/2022
  Severn Financial Advisors, Llc
  Annapolis, MD
• 08/2014 → 03/2017
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 03/2017 → 12/2022
  Commonwealth Financial Network
  Waltham, MA
• 12/2022 → Present
  Morgan Stanley Smith Barney Llc
  Baltimore, MD
• 01/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2015-01-30 → 2022-12-15
  Severn Financial Advisors, Llc
  Annapolis, MD
• 2017-03-15 → 2022-12-09
  Commonwealth Financial Network
  Annapolis, MD
• 2014-08-25 → 2017-03-17
  Cambridge Investment Research Advisors, Inc.
  Annapolis, MD

Exams

• S66 Uniform Combined State Law Examination
  2014-08-06

Designations

• Certified Financial Planner

Other Names

• Patrick Hutchinson
• Pat Hutchinson