Nathaniel Mcphail is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 19 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
555 California Street, Pwm, San Francisco, CA, 94104
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Regulatory History
Clean regulatory record
No 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 →Employment History
Current Registrations
Morgan Stanley
June 2015 - Present · 10 yrs 11 mos
Morgan StanleyBroker
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
Robertson Stephens SecuritiesBroker
June 2014 - May 2015 · 11 mos
Robertson Stephens Advisors
May 2014 - May 2015 · 1 yr
Purshe Kaplan Sterling InvestmentsBroker
October 2013 - July 2014 · 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 2002 - July 2005 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2002 - July 2005 · 2 yrs 11 mos
Robertson Stephens, INC.
October 1999 - August 2002 · 2 yrs 10 mos
Robertson Stephens, INC.Broker
September 1998 - August 2002 · 3 yrs 11 mos
Bancamerica Robertson StephensBroker
February 1998 - September 1998 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.