James M. Patrick - Morgan Stanley Financial Advisor - Stamford, CT
Morgan Stanley
James M. Patrick
First Vice President
Financial Advisor
Financial Planning Specialist
4 Landmark Square 2nd Floor
Stamford, CT 06901
tel: (203) 326-6929
toll-free: (800) 233-2353 
fax: (203) 967-7006

Helping you achieve financial success is my first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.

Associations
  • Business Network International
  • Public Safety Committee - Past Chairman
    Darien, CT
  • Darien Youth Baseball Association - Coach
    Darien, CT
  • University of Michigan Alumni Association
    Darien High School Official Contact
Services
  • Asset Management
  • Access to Lending Services
  • Estate Planning Strategies
  • Wealth Management
  • Retirement Planning
  • Long Term Care Insurance
Education and Licensing
  • BA - Economics, 1983
    University of Michigan
    Ann Arbor, MI
  • Financial Planning Specialist Designation
  • Series 3 - National Commodity Futures
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 66 - Uniform Combined State Law Exam
  • Life & Health Insurance Licensed
Honors and Recognition
  • 20 Year Service Award - Smith Barney
Business Experience
  • 1988 - Present: Morgan Stanley*
    First Vice President
    Financial Planning Specialist

Bulletin Board
  • If you are in transition, changing jobs or careers, call or email.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

James M. Patrick holds the following registrations:
Securities Agent: AZ, CA, CT, DC, FL, HI, MA, MD, MN, MO, NC, NH, NJ, NY, OH, PA, TX, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1406629

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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Awards Disclosures
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