Patrick Wiethorn (CRD# 2410571) is an Investment Advisor Representative working at Morgan Stanley in Upper Saint Clair, PA and has over 30 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley Private Bank, N.a | New York, NY | Dec 2021 - Current | 2 |
Morgan Stanley Smith Barney LLC | Upper St. Clair, PA | Oct 2021 - Current | 2 |
Bank Of America, N.a. | Sewickley, PA | Mar 2017 - Oct 2021 | 4 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sewickley, PA | Jan 2017 - Oct 2021 | 4 |
Pnc Investments | Pittsburgh, PA | May 2012 - Jan 2017 | 4 |
Pnc Bank | Pittsbrurgh, PA | Dec 2006 - Jan 2017 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1993 |
S65 | NASAA Investment Advisors Law Examination | Mar 1995 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
- PA
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
-
Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- 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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