Caressa Patel

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

• 08/2022 → 05/2023
  Baylor University
  Waco, TX
• 08/2019 → 05/2023
  Baylor University
  Waco, TX
• 05/2021 → 08/2021
  Knights Inn
  Longview, TX
• 09/2013 → 08/2019
  Unemployed
  Longview, TX
• 06/2023 → 09/2023
  Unemployed
  Longview, TX
• 09/2023 → 01/2024
  Equitable Advisors, Llc
  New York, NY
• 01/2024 → 02/2026
  Frost Brokerage Services, Inc
  Dallas, TX
• 03/2026 → Present
  Morgan Stanley
  Dallas, TX

Previous Registrations

• 2024-05-17 → 2026-02-27
  Frost Investment Services
  San Antonio, TX
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-05-16

Other Names

• Caressa Nitesh Patel
• Caressa Patel