William Dale Patrick

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

• 06/2016 → Present
  Morgan Stanley
  Atlanta, GA
• 10/2016 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2009-10-23 → 2016-06-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Peachtree City, GA
  Peachtree City, GA
  Alpharetta, GA
  Peachtree City, GA
• 1999-07-01 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Peachtree City, GA
  Peachtree City, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-10-23
• S63 Uniform Securities Agent State Law Examination
  1985-08-21

Other Names

• Dale Patrick