Raj Pathak, Wealth Advisor at Morgan Stanley

Raj Pathak, Wealth Advisor at Morgan Stanley Financial Advisor at Morgan Stanley MSSB will not accept purchase or sale orders via social network messaging systems. No fee is paid in exchange for any award.

Raj Pathak is a Wealth Advisor and Managing Director of the Pathak Group at Morgan Stanley
NMLS #: 177033


©2025 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 is not responsible for content posted by third-parties. MSSB does not provide tax or legal se

rvice. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-pathak-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.

03/28/2025
Don't get fooled by these five holiday scams. Find out how to protect yourself.
12/12/2023

Don't get fooled by these five holiday scams. Find out how to protect yourself.

www.morganstanley.com

If you've been named the executor under your parent's will, it quickly becomes apparent that it's a role with both emoti...
12/07/2023

If you've been named the executor under your parent's will, it quickly becomes apparent that it's a role with both emotional and administrative tasks. Here is a list of responsibilities you can expect to undertake. https://livesocial.seismic.com/ar5tvU

As health care costs continue to rise, you'll want to know the options you have to help control your financial exposure ...
12/06/2023

As health care costs continue to rise, you'll want to know the options you have to help control your financial exposure to uncovered care costs. From protecting retirement savings to finding the right provider, check out some tips here.

www.morganstanley.com

Estate Planning is crucial, but tax and trust planning can also be impactful. As the needs of your family or trust evolv...
11/30/2023

Estate Planning is crucial, but tax and trust planning can also be impactful. As the needs of your family or trust evolve over time, you must consider the latter two as well. Take a look at this document, breaking down the importance of considering all 3 in your planning efforts.

Morgan Stanley Smith Barney LLC ("Morgan Stanley"), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters. https://livesocial.seismic.com/ailamy

As we look to close out the year on a healthy and hopeful note, let's discuss ways to support the people you care for an...
11/28/2023

As we look to close out the year on a healthy and hopeful note, let's discuss ways to support the people you care for and the causes you value most this Giving Tuesday.

www.morganstanley.com

The Pathak Group wishes everyone a Happy Thanksgiving!
11/22/2023

The Pathak Group wishes everyone a Happy Thanksgiving!

You've worked hard to build wealth, now it's time to protect your legacy. This 7-step estate planning checklist can help...
11/17/2023

You've worked hard to build wealth, now it's time to protect your legacy. This 7-step estate planning checklist can help you plan for how your assets will be passed down to your beneficiaries.

www.morganstanley.com

Join us on November 15 for a timely update on the complex events currently unfolding in Washington with Michael Stein, M...
11/14/2023

Join us on November 15 for a timely update on the complex events currently unfolding in Washington with Michael Stein, Morgan Stanley's Global Head of Government Relations.
https://livesocial.seismic.com/aoyLev

5 days of Diwali festival started yesterday. I'm wishing five days of joy to those celebrating!
11/13/2023

5 days of Diwali festival started yesterday. I'm wishing five days of joy to those celebrating!

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