Eric
Philippart

Morgan Stanley

CRD#5449263
Investment Advisor
in Carlsbad, CA

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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

Series 66

Years of Experience

13 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 13 years of experience.

2015 - Present (5 years)

Morgan Stanley Private Bank, National Association

2009 - Present (11 years)

Morgan Stanley Smith Barney

2007 - Present (13 years)

Citigroup Global Markets, Inc

Disclosures

Eric Philippart has no disclosures.

Please visit their SEC profile for more details.

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Tiany Eversley
Miami, FL
Diki Sherpa
South Jordan, UT

This content was compiled from the SEC and FINRA.

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