Patrick
Doyle

Morgan Stanley Investment Management Inc

CRD#6559123
Investment Advisor
in New York, NY

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About this Advisor

Patrick Doyle is a chartered financial analyst based out of New York, New York with 1 year of industry experience. Doyle is an employee of Morgan Stanley Investment Management Inc. Throughout their career, Doyle has worked at The Boston Company Asset Management, Pioneer Investment Management, Inc, Morgan Stanley Distribution, Inc and Eaton Vance Distributors, Inc. Doyle holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Morgan Stanley Investment Management Inc is a company that has its headquarters in New York, NY. It has offices in eight locations and a total of 551 advisors. It administers $491 billion in assets between its 26,817 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to 11 charitable organizations. The company performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management usually are based on which services are offered. However, fee types charged by Morgan Stanley Investment Management Inc likely consist of any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

522 Fifth Avenue
New York, NY 10036

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Morgan Stanley Investment Management Inc Brokerage Details

Total Assets Under Management

$490,556,404,670

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

551

NY Average: 88
Total Number of Accounts

26,817

NY Average: 3,892
Average Account Size

$18,292,740

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Patrick Doyle Work History

Patrick has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Eaton Vance Distributors, Inc

2018 - 2022 (4 years)

Morgan Stanley Distribution, Inc

2015 - 2018 (3 years)

Pioneer Investment Management, Inc

2010 - 2015 (5 years)

The Boston Company Asset Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Patrick Doyle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley Investment Management Inc

Matthew Ursillo
New York, NY
Leslie Delany
Chicago, IL
Michael Mctyre
Conshohocken, PA
Michele Ryba
New York, NY
Marie Gilman
New York, NY
Shawn Holloway
New York, NY
Sarah Rainey
Conshohocken, PA
Katherine Morley
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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