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About this Advisor
Douglas Macphail is a certified financial planner in Pittsburgh, Pennsylvania. Currently an advisor with Morgan Stanley, Macphail has 11 years of experience in the financial advisory industry. Macphail holds a Series 63 license, certifying the advisor as a securities broker. Macphail is able to advise investors in Pennsylvania and Texas. The advisor has gained experience at Morgan Stanley Private Bank, National Association, Morgan Stanley & Co., Inc and Morgan Stanley Smith Barney. Morgan Stanley is headquartered in Pittsburgh, Pennsylvania, and operates out of 702 offices in 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 makes it one of the largest investment advisory firms in the United States. The firm manages 1,070,823 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 1,724,668 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. 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 may charge clients 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
Douglas Macphail Work History
Douglas has 11 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
Douglas Macphail has no disclosures.
Please visit their SEC profile for more details.