Patricia Ann Donatiello

CRD 2314783 · Morgan Stanley · Boston, MA

IA RegisteredBroker

Also appears in the source record as: Patricia Ann Feeney

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 66Series 63SIESeries 7Series 55Series 3Series 6
Registered states (47): Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wisconsin · Wyoming
Years in the industry (source record): 33
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (6)

From the source registration record · current first

Morgan StanleyCurrent
Boston, MA · IA capacity

Apr 11, 2019 → present
Cazenove Incorporated
BD capacity

Jan 22, 2004 → Apr 4, 2008
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Sep 7, 2001 → Apr 4, 2003
Sanford C. Bernstein & Co., LLC
BD capacity

Dec 7, 2000 → Jun 12, 2001
Sanford C. Bernstein & Co., Inc.
BD capacity

Mar 24, 1999 → Dec 7, 2000
Putnam Mutual Funds Corp.
BD capacity

Jul 21, 1993 → Sep 24, 1998

Source & corrections

Where this page comes from

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