Patrick Frohner (CRD# 7462566) is an Investment Advisor Representative working at Morgan Stanley in Berwyn, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 5715758
Affinity Wealth Management LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Private Bank, N.a | New York, NY | Feb 2023 - Current | < 1 |
| Morgan Stanley Smith Barney LLC | Berwyn, PA | Jan 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Folsom, PA | Nov 2021 - Jan 2023 | 1 |
| Bank Of America, N.a. | Folsom, PA | Nov 2021 - Jan 2023 | 1 |
| Unemployed | Villanova, PA | May 2021 - Nov 2021 | < 1 |
| Hill Cadillac | Newtown Square, PA | Jan 2019 - May 2021 | 2 |
| Aronimink Golf Club | Newtown Square, PA | May 2012 - Nov 2019 | 7 |
| Empire Valet LLC | Radnor, PA | Jan 2018 - Jan 2019 | 1 |
| Nueman Catering | New York, NY | Oct 2017 - Oct 2018 | 1 |
| Resicor | Wayne, PA | Nov 2016 - May 2018 | 1 |
| Garmen Decal | King Of Prussia, PA | May 2013 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- PA
- TX
-
Total Assets Under Management1,185,061MILLIONS
-
Total Number of Accounts2,233,188ACCOUNTS
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Average Account Value$530,659
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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