Sunny
Patel

Morgan Stanley

CRD#6233625
Investment Advisor
in Dallas, TX

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About this Advisor

Sunny Patel is a financial advisor based in Dallas, Texas, working with Morgan Stanley. Sunny has previously held positions at USAA Financial Advisors, Inc, USAA Financial Planning Services, WFG Investments, Inc, and Morgan Stanley. Sunny has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Sunny is part of Morgan Stanley, which operates out of Dallas, Texas. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 65

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, Performance-based Fees, Others

Office Location

2121 North Pearl Street Suite 500
Dallas, TX 75201

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,402,425,838,334

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

29,300

TX Average: 88
Total Number of Accounts

2,405,783

TX Average: 3,892
Average Account Size

$582,939

TX Average: $1,917,921

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

Sunny Patel Work History

2017 - Present (7 years)

Morgan Stanley

2016 - 2017 (1 year)

Wfg Investments, Inc

2013 - 2016 (3 years)

Usaa Financial Advisors, Inc

2013 - 2016 (3 years)

Usaa Financial Planning Services

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Sunny Patel 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

Taylor Kangethe
Kansas City, MO
Charlotte Ahdoot
New York, NY
Emilia Rivera
San Diego, CA
Rebecca Bessette
Boston, MA
Felix Del Vecchio
Wellesley Hills, MA
Rachel Irwin
Kingsport, TN
Amanda Ragde
Woodland Hills, CA
Christopher Rollo
Oneonta, NY

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