Stifel, Nicolaus & Company
45yrs
Top 1% by experience in Montgomery
45yrs
Stuart Patton is a financial advisor in Montgomery, Alabama, with 45 years in the industry. After seven years at Citigroup Global Markets, Stuart joined Morgan Stanley in 2009, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience45 years (since 1981)
How that compares ?Top advisor by experience in Montgomery
Office7515 Halcyon Summit Drive, Montgomery, AL 36117
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2009 – nowMorgan StanleyCurrent firm
- 2002 – 2009Citigroup Global Markets Inc.Previously
Contact Stuart
7515 Halcyon Summit DriveMontgomery, AL 36117Office · Get directions Firm main line(914) 225-5510Headquarters: Morgan Stanley · Purchase, NY Firm websitewww.morganstanley.com
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Questions to ask Stuart
Tailored to Stuart’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Stuart
How do I contact Stuart?
Call Morgan Stanley at (914) 225-5510 and ask for Stuart Patton. Stuart works from the Montgomery, AL office.
How long has Stuart been a financial advisor?
Stuart has been in the industry since 1981, about 45 years. Top advisor by experience in Montgomery.
What licenses does Stuart hold?
Series 63. Tap any license on this page to see what it allows.
Is Stuart a fiduciary?
Stuart is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Stuart paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Stuart for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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