Raymond James & Associates
43yrs
Top advisor by experience in West Hartford
35yrs
Patrick Willcutts
Financial advisor at Morgan Stanley
Patrick Willcutts is a fiduciary financial advisor in West Hartford, Connecticut, with 35 years in the industry. Patrick joined Morgan Stanley in 2018, after a year at Morgan Stanley & Co.. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 358 advisors with offices in West Hartford, and one of 324 fiduciaries.
At a glance
Experience35 years (since 1992)
How that compares ?Top 7% by experience in West Hartford
Office433 South Main Street, West Hartford, CT 06110
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.
Career
- 2018 – nowMorgan StanleyCurrent firm
- Jun 2008 – Jun 2009Morgan Stanley & Co. LLCPreviously
Contact Patrick
Local office(860) 313-7138Ask for Patrick. (914) 225-5510Main office · Purchase, NY 433 South Main StreetWest Hartford, CT 06110Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call Patrick’s local office at (860) 313-7138 or the Morgan Stanley main office at (914) 225-5510, and ask for Patrick Willcutts.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1992, about 35 years. Top 7% by experience in West Hartford.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick 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 Patrick 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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