Morgan Stanley
47yrs
Top advisor by experience in District of Columbia
3yrs
Patrick Williams has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Washington, District of Columbia. Patrick joined Morgan Stanley in 2024, 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 1327 advisors with offices in Washington, and one of 1282 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office1747 Pennsylvania Ave NW Suite 900, Washington, DC 20006
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
- 2024 – nowMorgan StanleyCurrent firm
Contact Patrick
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Patrick. 1747 Pennsylvania Ave NW Suite 900Washington, DC 20006Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Williams. Patrick works from the Washington, DC office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2023, about 3 years. 3 years in the industry.
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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