CARESSA PATEL is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 2026-03-19 | present | Yes |
| FROST INVESTMENT SERVICES | 2024-05-17 | 2026-02-27 | — |