Answer a few questions and
get matched with an advisor.
About this Advisor
Eric Philippart is an investment advisor in Carlsbad, California. Currently a registered financial advisor with Morgan Stanley, they have accrued 12 years of work experience in the financial advisory industry. Philippart holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Philippart is able to advise clients in California. The advisor has gained experience at Citigroup Global Markets, Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley is based out of Carlsbad, California, and has 702 other brick-and-mortar locations across the country. As a company, Morgan Stanley oversees $729 billion in assets dispersed across 1,815,592 client accounts and employs more than 26,000 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the United States. The firm manages 1,188,715 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 1,815,592 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Morgan Stanley can offer 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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Morgan Stanley Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Eric Philippart Work History
Eric has 13 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Citigroup Global Markets, Inc
Eric Philippart has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Mount Laurel, NJ
Mc Lean, VA
South Jordan, UT
New York, NY