Robert Mike
Senior Vice President, Branch Manager, Portfolio Management Director
Phone:
(585) 264-5817(585) 264-5817
Morgan Stanley
Pittsford Branch Office
You define success, we help you achieve it
1250 Pittsford Victor Rd
Ste 350, Bldg 200
Pittsford, NY 14534
US
Branch:
(585) 383-9270(585) 383-9270
Toll-Free:
(800) 332-0274(800) 332-0274
Branch Manager
Robert MikePhone:
(585) 264-5817(585) 264-5817
About Morgan Stanley Pittsford Branch
Welcome to the Morgan Stanley Pittsford, NY branch. We are dedicated to serving individuals and families who aim to grow and protect their wealth, creating a legacy that can endure for generations.
Morgan Stanley offers a comprehensive Wealth Management ecosystem designed to support clients and businesses at nearly every stage of their financial journey. By partnering with us, you will benefit from a wide range of services, including advanced planning, tax-efficient investment strategies, and access to Morgan Stanley's private investment platform and lending services.
Our branch's experienced Financial Advisors are well-equipped to navigate the complexities of today's financial environment, ensuring you are positioned for sustainable success and resilience against future challenges.
We invite you to visit us or call to discuss your unique needs, aspirations, and challenges. Together, we will chart a course to protect your wealth and explore new opportunities, helping you enhance your life, support your family, and contribute to the causes you value most.
Morgan Stanley offers a comprehensive Wealth Management ecosystem designed to support clients and businesses at nearly every stage of their financial journey. By partnering with us, you will benefit from a wide range of services, including advanced planning, tax-efficient investment strategies, and access to Morgan Stanley's private investment platform and lending services.
Our branch's experienced Financial Advisors are well-equipped to navigate the complexities of today's financial environment, ensuring you are positioned for sustainable success and resilience against future challenges.
We invite you to visit us or call to discuss your unique needs, aspirations, and challenges. Together, we will chart a course to protect your wealth and explore new opportunities, helping you enhance your life, support your family, and contribute to the causes you value most.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Pittsford Branch
Charles G. Cox
Vice President, Financial Planning Director
Phone:
(585) 385-5109(585) 385-5109
Seamus Byrne, CFP
Vice President, Financial Planning Director
Phone:
(802) 863-7765(802) 863-7765
Evan J. Patterson
First Vice President, Private Banker
Phone:
(401) 863-8416(401) 863-8416
About Robert Mike
Securities Agent: CO, FL, GA, MD, NC, NH, NJ, NY, PA, TX; Investment Advisor Representative; BM/Supervisor; General Securities Principal; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 861961
NMLS#: 861961
About Charles G. Cox
Charles G. Cox, CFP® is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Western New York. He is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Charles began his career in financial services in 2010, and joined Morgan Stanley in 2022. Prior to his current position, he worked for a national bank with trust powers in a variety of roles. Most recently he was providing financial planning to bank’s high-net worth clients.
Charles graduated from University at Albany with a Bachelors of Arts in Economics and holds his Certified Financial Planner® designation. Charles lives in Rochester, NY with his wife Cristina. Outside of work, Charles enjoys spending time outdoors and cooking.
Charles began his career in financial services in 2010, and joined Morgan Stanley in 2022. Prior to his current position, he worked for a national bank with trust powers in a variety of roles. Most recently he was providing financial planning to bank’s high-net worth clients.
Charles graduated from University at Albany with a Bachelors of Arts in Economics and holds his Certified Financial Planner® designation. Charles lives in Rochester, NY with his wife Cristina. Outside of work, Charles enjoys spending time outdoors and cooking.
About Seamus Byrne
Seamus Byrne is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in northern New England. He is responsible for helping Financial Advisors with their clients’ and prospects’ financial planning needs.
Seamus began his career in financial services in 2015 and joined Morgan Stanley in 2025. Prior to his current position, he worked at Edward Jones growing the firm’s investment and financial planning offerings. Throughout his career, he has demonstrated expertise in retirement planning, investment strategy, estate planning, income/asset protection, and tax strategies. He is passionate about helping clients achieve their personal and financial goals.
Seamus earned a B.S. from the University of Vermont, an MBA from the University of Colorado with a specialization in Finance and holds the Certified Financial Planner® designation. He lives in Burlington, Vermont with his wife, Sally, and enjoys skiing and mountain biking in his free time.
Seamus began his career in financial services in 2015 and joined Morgan Stanley in 2025. Prior to his current position, he worked at Edward Jones growing the firm’s investment and financial planning offerings. Throughout his career, he has demonstrated expertise in retirement planning, investment strategy, estate planning, income/asset protection, and tax strategies. He is passionate about helping clients achieve their personal and financial goals.
Seamus earned a B.S. from the University of Vermont, an MBA from the University of Colorado with a specialization in Finance and holds the Certified Financial Planner® designation. He lives in Burlington, Vermont with his wife, Sally, and enjoys skiing and mountain biking in his free time.
About Evan J. Patterson
Evan Patterson is a Private Banker serving Morgan Stanley Wealth Management offices in Rhode Island, Massachusetts and New York.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Evan began his career in financial services in 1999. Prior to relocating to the Northeast, he served as a Private Banker in the Tampa Bay area. Before joining Morgan Stanley in 2010, Evan spent 10 years in high net worth lending at Merrill Lynch supporting teams in New York City, Los Angeles, and Jacksonville. He began his career as a Securities Based Lending Officer before rising within the firm, holding several other positions including Priority Loan Officer, Associate Mortgage and Credit Specialist, Consumer Finance Specialist and Banking and Liquidity specialist.
Evan is a graduate of the University of Florida, where he received a Bachelor of Science in Business Administration with concentration in Finance. He lives in East Greenwich, Rhode Island with his family. Outside of the office, Evan enjoys painting, watching cinemas, reading books, and listening to vinyl records.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Evan began his career in financial services in 1999. Prior to relocating to the Northeast, he served as a Private Banker in the Tampa Bay area. Before joining Morgan Stanley in 2010, Evan spent 10 years in high net worth lending at Merrill Lynch supporting teams in New York City, Los Angeles, and Jacksonville. He began his career as a Securities Based Lending Officer before rising within the firm, holding several other positions including Priority Loan Officer, Associate Mortgage and Credit Specialist, Consumer Finance Specialist and Banking and Liquidity specialist.
Evan is a graduate of the University of Florida, where he received a Bachelor of Science in Business Administration with concentration in Finance. He lives in East Greenwich, Rhode Island with his family. Outside of the office, Evan enjoys painting, watching cinemas, reading books, and listening to vinyl records.
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Branch Address
1250 Pittsford Victor Rd
Ste 350, Bldg 200
Pittsford, NY 14534
US
Branch:
(585) 383-9270(585) 383-9270
Toll-Free:
(800) 332-0274(800) 332-0274
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
CRC 4665150 (08/2025)