Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
4yrs
Patrick Halladay
Financial advisor at Morgan Stanley
Based in Salt Lake City, Utah, Patrick Halladay is a fiduciary financial advisor with 4 years of industry experience. Patrick has been with Morgan Stanley since 2023. 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 1596 advisors with offices in Salt Lake City, and one of 1517 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office60 East South Temple 20th Floor, Salt Lake City, UT 84111
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
- 2023 – nowMorgan StanleyCurrent firm
Contact Patrick
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Patrick. 60 East South Temple 20th FloorSalt Lake City, UT 84111Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Morgan Stanley at (914) 225-5510 and ask for Patrick Halladay. Patrick works from the Salt Lake City, UT office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Patrick hold?
Series 63, 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.
Other advisors nearby
Merrill
45yrs
Top 1% by experience in Salt Lake City
Smedley Financial Services
45yrs
Top advisor by experience at Smedley Financial Services
Raymond James Financial Services Advisors
45yrs
Top 1% by experience in Salt Lake City
Wells Fargo Advisors
45yrs
Top 1% by experience in Salt Lake City
Cottonwood Wealth Strategies
44yrs
Top 1% by experience in Salt Lake City