Patricia Ann Mackiw

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 → Present
  Morgan Stanley Smith Barney
  Chicago, IL
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Chicago, IL
• 1998-03-04 → 2007-04-02
  Morgan Stanley Dw Inc.
  Chicago, IL
  Chicago, IL

Other Businesses

1. CHICAGO SISTER CITIES 2. St. Nicholas Pastoral Council - Governing Body for St. Nicholas Ukrainian Catholic Parish in Chicago, IL; Not Investment related; Chicago, IL; Charity / Private Foundation; Member of the Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); Apr 2019; During business hours: 1; After business hours: 1; Advice / voting / research as to church activities, i.e., fertilizer services; bake sales and recording profits from such; banquets. *545979 - Rental Property; Investment related: Yes; springfield, Illinois; Real Estate; Landlord (proprietor, partner, officer, director, employee, trustee, agent); 02/2022; During business hours: 0; After business hours: 1; Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-08-30
• S63 Uniform Securities Agent State Law Examination
  1986-06-04