Eric
Philippart

Morgan Stanley

CRD#5449263
Investment Advisor
in Carlsbad, CA
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About this Advisor

Eric Philippart is an advisor based in Carlsbad, California. Currently an investment advisor with Morgan Stanley, they have accrued 11 years of work experience. Philippart maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Philippart can work with clients based out of California. The advisor has gained experience at Morgan Stanley Smith Barney, Citigroup Global Markets, Inc and Morgan Stanley Private Bank, National Association. Morgan Stanley is headquartered in Carlsbad, California, and has 702 locations throughout the nation. As a company, Morgan Stanley manages $735 billion in assets throughout 1,724,668 client accounts and retains more than 26,000 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 1,070,823 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisory firm's 1,724,668 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Morgan Stanley offers financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

5796 Armada Drive Suite 200
Carlsbad, CA 92008

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

CA Average: $7,464,549,021
Total Number of Employees

26,000

CA Average: 88
Total Number of Accounts

1,815,592

CA Average: 3,892
Average Account Size

$401,659

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Eric Philippart Work History

Eric has 11 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2009 - Present (10 years)

Morgan Stanley Smith Barney

2007 - Present (12 years)

Citigroup Global Markets, Inc

Disclosures

Eric Philippart has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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