Patricia Grace Barry

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 → 02/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
• 08/2016 → 02/2026
  Bank Of America, N.A.
  Boca Raton, FL
• 02/2026 → Present
  Morgan Stanley Smith Barney Llc
  Boca Raton, FL
• 03/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2016-06-03 → 2026-02-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
• 2011-01-12 → 2016-06-30
  Morgan Stanley
  Boca Raton, FL

Exams

• S66 Uniform Combined State Law Examination
  2011-01-10

Other Names

• Patricia G Kornegay
• Patricia Grace Welch
• Patricia G Kornegay
• Patricia Grace Welch
• Patricia Grace Welch