Philip Camicia is a registered investment advisor at Morgan Stanley, based in Oakland, CA, with 42 years of industry experience. Philip is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1999 Harrison Street, Suite 2200, Oakland, CA, 94612
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Regulatory History (1)
Customer Dispute
November 2008Other 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
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Sutro & CO. IncorporatedBroker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
EconovestBroker
State Registrations17 states
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
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