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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
Years of Experience
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Morgan Stanley Brokerage Details
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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
Eric Philippart Work History
Eric has 11 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.