PW
PW
Philipp Weisskopf
28 Years of Experience
Deerfield, IL
1 DisclosureBroker
Philipp Weisskopf is a registered investment advisor at Morgan Stanley, based in Deerfield, IL, with 28 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
111 South Pfingsten Road, Suite 200, Deerfield, IL, 60015
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2009Settled
Other Business Activities
Philipp serves on the Investment Committee for Moriah Congregation, a religious organization, helping the board understand the JUF endowment portfolio. This takes minimal time outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 1998 - April 2007 · 9 yrs 1 mo
Morgan Stanley Dw INC.Broker
May 1997 - April 2007 · 9 yrs 11 mos
State Registrations41 states
ALARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPAPRSCTNTXVAVTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.