PL
PL

Phyllis Long

29 Years of Experience
Brewster, MA
Broker

Phyllis Long is a registered investment advisor at Morgan Stanley, based in Brewster, MA, with 29 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

Brewster, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Phyllis is a board member and committee member of the Compassion Committee at Life Church New England since 2017. She dedicates minimal time to this religious activity.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
January 1998 - June 2009 · 11 yrs 5 mos
Citigroup Global Markets INC.Broker
January 1997 - June 2009 · 12 yrs 5 mos
State Registrations34 states
AKAZCACOCTFLGAHIILINKYLAMAMDMEMIMONCNHNJNVNYOHOKPARISCTNTXUTVAVTWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Phyllis Long - Financial Advisor | TrueAdvisor