Raymond James & Associates
42yrs
Top advisor by experience in Tuscaloosa
1yr
Patrick Sikes is a fiduciary financial advisor in Tuscaloosa, Alabama, with 1 year in the industry. Patrick joined Morgan Stanley in 2025, 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 126 advisors with offices in Tuscaloosa, and one of 114 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office1470 Northbank Parkway Suite 280, Tuscaloosa, AL 35406
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.
Series 66Uniform Combined State Law Examination
Career
- Jul 2025 – nowMorgan StanleyCurrent firm
Contact Patrick
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Patrick. 1470 Northbank Parkway Suite 280Tuscaloosa, AL 35406Office · 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 Sikes. Patrick works from the Tuscaloosa, AL office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2025, about 1 years. 1 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.
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