Robert Joseph Patten

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Mystic, CT
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Mystic, CT
• 1999-03-04 → 2007-04-02
  Morgan Stanley Dw Inc.
  Mystic, CT
  Mystic, CT

Other Businesses

1. St. James Episcopal Church;; Investment related No; New London, CT; Charity / Private Foundation; Member of Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); Feb 2019; During business hours: 0; After business hours: 0.25 *58001 - Mystic Aquarium - Sea Research Foundation; Investment related No; Mystic, CT; Animals, Children/Youth, Environmental; Member of the Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); Nov 2011; After business hours: 1; Administrative *705181- United Way of Southeastern Conn Inc; Investment related - No; Gales Ferry, Connecticut; Children/Youth:Civic/Community:Economic Assistance:Health and Welfare:Public Safety; Finance Committee(proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 2; After business hours: 0; budgeting

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-04
• S63 Uniform Securities Agent State Law Examination
  1988-03-21

Other Names

• Bob Patten