PC
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Philip Clippinger

24 Years of Experience
Lawrenceville, NJ
Broker

Philip Clippinger is a registered investment advisor at Morgan Stanley, based in Lawrenceville, NJ, with 24 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

1200 Lenox Drive, Suite 300, Lawrenceville, NJ, 08648

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History

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.

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Employment History
Current Registrations
Morgan Stanley
September 2010 - Present · 16 yrs
Morgan StanleyBroker
September 2010 - Present · 16 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2003 - September 2010 · 7 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2003 - September 2010 · 7 yrs 6 mos
Ust Financial Services CORP.Broker
June 2000 - August 2001 · 1 yr 2 mos
J.P. Morgan Securities INC.Broker
October 1998 - February 1999 · 4 mos
State Registrations37 states
AZCACOCTDCDEFLGAHIIDILKYLAMAMDMEMIMOMSNCNHNJNMNVNYOHPARISCTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Philip Clippinger - Financial Advisor | TrueAdvisor