LPL Financial
43yrs
Top advisor by experience in Palm Harbor
33yrs
Patrick Griffith has worked in the financial industry for 33 years and is a fiduciary financial advisor based in Palm Harbor, Florida. After 29 years at Merrill, Patrick joined Morgan Stanley in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 140 advisors with offices in Palm Harbor, and one of 130 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 11% by experience in Florida
Office4114 Woodlands Parkway Suite 200, Palm Harbor, FL 34685
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 ?1 state
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
- 2022 – nowMorgan StanleyCurrent firm
- 1993 – 2022MerrillPreviously
Contact Patrick
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Patrick. 4114 Woodlands Parkway Suite 200Palm Harbor, FL 34685Office · 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 Morgan Stanley at (914) 225-5510 and ask for Patrick Griffith. Patrick works from the Palm Harbor, FL office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1993, about 33 years. Top 11% by experience in Florida.
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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