UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
2yrs
Devon Patel has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Dallas, Texas. Devon joined Morgan Stanley in 2026, 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 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office5001 Spring Valley Road Suite 900w, Dallas, TX 75244
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
- Apr 2026 – nowMorgan StanleyCurrent firm
- Dec 2025 – nowThelinku RIA, LLCCurrent
Contact Devon
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Devon. 5001 Spring Valley Road Suite 900wDallas, TX 75244Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Devon
Tailored to Devon’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 Devon
How do I contact Devon?
Call Morgan Stanley at (914) 225-5510 and ask for Devon Patel. Devon works from the Dallas, TX office.
How long has Devon been a financial advisor?
Devon has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Devon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Devon a fiduciary?
Devon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devon 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 Devon 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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