Philip Mccauley is a registered investment advisor at Morgan Stanley, based in Louisville, KY, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
4969 US Highway 42, Suite 1200, Louisville, KY, 40222
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Philip is a sole proprietor involved in educational research and publishing, dedicating about 10-20% of his time outside normal office hours. He also serves on the Trinity High School Foundation Board and is a lender for rental property, but these activities are not investment-related.
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.