Lisa Phillips is a registered investment advisor at Morgan Stanley, based in Binghamton, NY, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
50 Front Street, Binghamton, NY, 13905
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa is the sole owner of a gas lease on property in New Milford, PA, since 2012. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations38 states
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