PC
PC
Philip Camicia is a registered investment advisor at Morgan Stanley, based in Oakland, CA, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
1999 Harrison Street, Suite 2200, Oakland, CA, 94612
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Regulatory History (1)
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Customer Dispute
November 2008Denied
Other Business Activities
Philip is a partner in a rental property in Alameda, California, since February 2023. He spends minimal time on administrative tasks related to the property after business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
July 1997 - June 2009 · 11 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
September 1992 - July 1993 · 10 mos
Sutro & CO. IncorporatedBroker
June 1988 - September 1992 · 4 yrs 3 mos
Shearson Lehman Hutton INC.Broker
April 1988 - June 1988 · 2 mos
E. F. Hutton & Company INCBroker
June 1984 - April 1988 · 3 yrs 10 mos
EconovestBroker
October 1983 - October 1985 · 2 yrs
State Registrations17 states
AZCADCFLHIIDILMAMNNVNYORPATNTXWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.