Patrick
Varriano

Morgan Stanley

CRD#2048677
Investment Advisor
in Atlanta, GA
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About this Advisor

Patrick Varriano is a certified financial planner who works in Atlanta, Georgia. Currently a registered advisor at Morgan Stanley, they have accumulated 11 years of practice in the financial advisory industry. Varriano has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Varriano can work with customers based out of Georgia and Texas. During their career, Varriano has held roles at Morgan Stanley & Co, Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley is headquartered in Atlanta, Georgia, and has 702 other locations in the nation. In aggregate, Morgan Stanley manages $735 billion in assets dispersed across 1,724,668 client accounts and employs more than 26,000 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the country. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisor firm's 1,724,668 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Morgan Stanley can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

3455 Peachtree Rd Ne Ste 1400
Atlanta, GA 30326

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

GA Average: $7,464,549,021
Total Number of Employees

26,000

GA Average: 88
Total Number of Accounts

1,815,592

GA Average: 3,892
Average Account Size

$401,659

GA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Patrick Varriano Work History

Patrick has 11 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2009 - Present (10 years)

Morgan Stanley Smith Barney

2007 - Present (12 years)

Morgan Stanley & Co, Inc

Disclosures

Patrick Varriano has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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