Charles Patrick Reddell

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

• 06/2009 → 11/2019
  Ubs Financial Services Inc
  Fort Worth, TX
• 11/2019 → Present
  Morgan Stanley Smith Barney Llc
  Fort Worth, TX
• 12/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2009-06-23 → 2019-11-12
  Ubs Financial Services Inc.
  Ft. Worth, TX
• 2000-06-29 → 2009-07-02
  Rbc Capital Markets, Llc
  Fort Worth, TX
  Fort Worth, TX

Other Businesses

(1) 384434 - Mineral Rights / Investment Related / Personal Property / Sole Proprietor, Owner, Partner / Start April 2004. (2) 384432 - American Heart Association / Not Investment Related / Health and Welfare / Board Member / Start August 2016 / During business hours: 2 / After business hours: 0 / Fundraising.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-01-06
• S63 Uniform Securities Agent State Law Examination
  1983-07-07

Other Names

• Pat Reddell