Talk to sales Try for Free
Raj Pathak

Raj Pathak

Managing Director - Wealth Advisor

Followers of Raj Pathak1000 followers
location of Raj PathakGreater Boston

Connect with Raj Pathak to Send Message

Connect

Connect with Raj Pathak to Send Message

Connect

  • Timeline

  • About me

    Managing Director, Global Sports and Entertainment Director, Senior Portfolio Management Director, Wealth Advisor with The Pathak Group at Morgan Stanley

  • Education

    • Babson College

      1982 - 1986
      B.S. Finance & Investments

      Raj graduated Highest Distinction with a degree in Investments and Finance.

  • Experience

    • Morgan Stanley Wealth Management

      Mar 1988 - now
      Managing Director - Wealth Advisor

      NMLS#: 177033© 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor important information about any designation(s) listed and the ranking methodology for any award[s] listed above, please see http://www.morganstanleyfa.com/pathakgroup No fee is paid in exchange for any award. Show less

  • Licenses & Certifications

    • NMLS#: 177033

      Nationwide Mortgage Licensing System
      Jan 2015

  • Honors & Awards

    • Awarded to Raj Pathak
      2010-2023 Barron's top 1200 Financial Advisors: State by State Barron's 2022 Source: Barrons.com (Awarded 2010-2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
    • Awarded to Raj Pathak
      2010-2023 Forbes America's Top Wealth Advisors Forbes 2022 Source: Forbes.com (Awarded 2010-2023 . Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
    • Awarded to Raj Pathak
      A member of the Chairman’s Council for over 25 years, an elite group of the firm’s top advisors -
    • Awarded to Raj Pathak
      Named America’s Top 1,200 Advisors, Barron’s magazine, State-by-State, 2010- 2023 - 2010- 2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)Source: Barrons.com (Awarded 2010- 2021). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html