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Advisors / New York / 10004
6yrs

Patrick Davis

Full name on record: Patrick Walker Davis

Financial advisor at Morgan Stanley

Patrick Davis has worked in the financial industry for 6 years and is a fiduciary financial advisor based in 10004, New York. Patrick joined Morgan Stanley in 2021, 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.

10004, NY 10004Fiduciary advisor
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At a glance

Experience6 years (since 2020)
How that compares ?6 years in the industry
Office1 New York Plaza, 10004, NY 10004
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.

Series 66Uniform Combined State Law Examination

Career

  1. 2021 – now
    Morgan StanleyCurrent firm

Contact Patrick

1 New York Plaza
10004, NY 10004Office · Get directions Firm main line(914) 225-5510Headquarters: Morgan Stanley · Purchase, NY Firm websitewww.morganstanley.com

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Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

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 Davis. Patrick works from the 10004, NY office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 2020, about 6 years. 6 years in the industry.

What licenses does Patrick hold?

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.