Wells Fargo Advisors
46yrs
Top advisor by experience in Pensacola
29yrs
Based in Pensacola, Florida, Patrick Broadus is a fiduciary financial advisor with 29 years of industry experience. Patrick has been with Morgan Stanley since 2009; before that, Patrick spent two years at Morgan Stanley & Co. and ten years at Morgan Stanley DW. 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 300 advisors with offices in Pensacola, and one of 282 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 15% by experience in Pensacola
Office850 South Palafox Street Suite 200, Pensacola, FL 32502
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
- 2009 – nowMorgan StanleyCurrent firm
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- 1997 – 2007Morgan Stanley DW Inc.Previously
Contact Patrick
Local office(850) 470-8035Ask for Patrick. (914) 225-5510Main office · Purchase, NY 850 South Palafox Street Suite 200Pensacola, FL 32502Office · 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 (850) 470-8035 or the Morgan Stanley main office at (914) 225-5510, and ask for Patrick Broadus.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1997, about 29 years. Top 15% by experience in Pensacola.
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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