Patricia Lamb, financial advisor Pacific Palisades CA
93 score

Patricia Lamb

CRD Number: 1099046
Current Firm: Morgan Stanley

Patricia Lamb (CRD# 1099046) is an Investment Advisor Representative working at Morgan Stanley in Pacific Palisades, CA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney Palisades, CA Jun 2009 - Current 7
Morgan Stanley & Company, Incorporated Palisades, CA Apr 2007 - May 2009 2
Dean Witter Reynolds Inc. Los Angeles, CA Dec 1982 - Apr 2007 24
Dean Witter Reynolds Inc. Beverly Hills, CA Dec 1982 - Apr 2007 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1983
Contact Info for Patricia Lamb
Phone Number: 914-225-5510
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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