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Noah Michael Patrick

Morgan Stanley

San Francisco, CA

CRD 7630531

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-03-20
TX RA APPROVED 2024-03-20
  • CA RA
    APPROVED
    Since 2024-03-20
  • TX RA
    APPROVED
    Since 2024-03-20

Branch Locations

555 California Street 35Th Floor, San Francisco, CA 94104 • 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
Unemployed Santa Rosa CA 08/2012 10/2017
Unemployed Santa Rosa CA 05/2022 09/2022
Christopher Creek Winery Healdsburg CA 10/2017 07/2018
Christopher Creek Winery Healdsburg CA 05/2019 08/2019
California State University - Chico Chico CA 08/2018 05/2022
Christopher Creek Winery Healdsburg CA 05/2021 08/2021
Equitable Advisors, Llc San Francisco CA 09/2022 02/2024
Morgan Stanley San Francisco CA 03/2024 Present
  • 08/2012 → 10/2017
    Unemployed
    Santa Rosa, CA
  • 05/2022 → 09/2022
    Unemployed
    Santa Rosa, CA
  • 10/2017 → 07/2018
    Christopher Creek Winery
    Healdsburg, CA
  • 05/2019 → 08/2019
    Christopher Creek Winery
    Healdsburg, CA
  • 08/2018 → 05/2022
    California State University - Chico
    Chico, CA
  • 05/2021 → 08/2021
    Christopher Creek Winery
    Healdsburg, CA
  • 09/2022 → 02/2024
    Equitable Advisors, Llc
    San Francisco, CA
  • 03/2024 → Present
    Morgan Stanley
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-27
  • S66 Uniform Combined State Law Examination
    2022-10-27
Other Names
  • Noah Patrick

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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