Answer a few questions and
get matched with an advisor.
About this Advisor
Bradley Phillips is a chartered financial analyst who works in Atlanta, Georgia, with 12 years of professional experience. Phillips is on the advisory team at Morgan Stanley. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Astellas Pharmaceuticals, Bank Of America, N.A, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. Phillips maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia. Morgan Stanley is a registered investment company based in Atlanta, Georgia. The firm has offices in 702 locations and a total of 26,000 financial advisors. It manages $735 billion in assets across its 1,724,668 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 283 charitable organizations. Morgan Stanley has a diverse set of services, such as 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. Financial advisory fees largely depend on which services the firm provides the client. Fees billed by Morgan Stanley can be comprised of 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
Bradley Phillips Work History
Bradley has 12 years of experience.
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, National Association
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Bradley Phillips has no disclosures.
Please visit their SEC profile for more details.