Patricia Olivieri

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

• 02/2018 → 07/2025
  Stifel Nicolaus & Co Inc
  Garden City, NY
• 02/2016 → 02/2018
  Citibank
  Plainview, NY
• 08/2026 → Present
  Morgan Stanley
  New York, NY
• 07/2025 → 08/2026
  Unemployed
  East Northport,, NY

Previous Registrations

• 2025-06-11 → 2025-07-31
  Stifel, Nicolaus & Company, Incorporated
  Garden City, NY
  Melville, NY
  St. Louis, MO

Other Businesses

708121- Rental Property; Investment related: Yes; Greenlawn, New York; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2009; During business hours: 0; After business hours: 4; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2025-06-10
• S63 Uniform Securities Agent State Law Examination
  2013-03-14

Other Names

• Trish Amendola
• Patricia Kathleen Amendola
• Patricia K Olivieri
• Trish Olivieri