PB
PB

Philip Boyer

26 Years of Experience
Wyomissing, PA
Broker

Philip Boyer is a registered investment advisor at Morgan Stanley, based in Wyomissing, PA, with 26 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

1350 Broadcasting Road, Suite 100, Wyomissing, PA, 19610

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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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Other Business Activities

Philip owns and maintains a rental property in Baltimore, MD, collecting rent since 2012. This activity requires minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
September 2000 - February 2006 · 5 yrs 5 mos
Legg Mason Wood Walker, IncorporatedBroker
November 1999 - February 2006 · 6 yrs 3 mos
State Registrations22 states
CACODCDEFLGAMAMDMENCNJNVNYPARISCTNTXUTVAWAWV
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 Boyer - Financial Advisor | TrueAdvisor