Bradley
Phillips

Morgan Stanley

CRD#5068249
Investment Advisor
in Atlanta, GA
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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

Series 66, Chartered Financial Analyst

Years of Experience

12 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

3280 Peachtree Road, Ne Suite 1700
Atlanta, GA 30305

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

GA Average: 88
Total Number of Accounts

1,815,592

GA Average: 3,892
Average Account Size

$401,659

GA 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

Bradley Phillips Work History

Bradley has 12 years of experience.

2015 - Present (4 years)

Morgan Stanley Smith Barney LLC

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2013 - 2015 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2015 (2 years)

Bank Of America, N.A

2006 - 2013 (7 years)

Astellas Pharmaceuticals

Disclosures

Bradley Phillips has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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