UBS Financial Services
47yrs
Top 1% by experience in Atlanta
27yrs
Patrick Beale has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Atlanta, Georgia. Patrick joined Morgan Stanley in 2014, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 24% by experience in Atlanta
Office5565 Glenridge Connector Suite 1900, Atlanta, GA 30342
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
- 2014 – nowMorgan StanleyCurrent firm
Contact Patrick
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Patrick. 5565 Glenridge Connector Suite 1900Atlanta, GA 30342Office · 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 Beale. Patrick works from the Atlanta, GA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2000, about 27 years. Top 24% by experience in Atlanta.
What licenses does Patrick hold?
Series 63, Series 65, Series 66. 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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