Patrick Morales
Director of Client Services
As Director of Client Services at CMG, I’ve spent the past 16 years helping clients navigate their financial lives with confidence and clarity. I earned my Bachelor’s degree from Baruch College’s Zicklin School of Business, majoring in Finance and Investments, with minors in Psychology, Philosophy, and Marketing—an academic foundation that helps me connect with people and understand both the numbers and the emotions behind their decisions.
What I love most about my work is getting to know each client on a personal level and guiding them toward achieving their unique goals.
I hold a Series 7 and 63 FINRA licenses, as well as a NY Life, Health, and Disability license.
Outside the office, I find joy in hiking, dining out, and traveling. I’m also a proud Samoyed parent to two fluffy companions, and I have a passion for interior design and style that fuels my creative side.
New York
Pearl River
167 East Central Ave.
Pearl River, NY 10965
New York
55W 46th Street
Suite 2203,
New York, NY 10036
Connecticut
127 Broad Street
Unit 1A
Milford, CT 06460
845-638-6669
845-732-7411 fax
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org
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