Christopher Phillips
Christopher Phillips is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, with 24 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1400 Page Mill Road, Palo Alto, CA, 94304
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2026Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Nylife Securities LLCBroker
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations52 states
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
More Advisors
- Gregory GaonMorgan Stanley
- Suna Yalaz-Angell, CFPMorgan Stanley
- Mark SummersMorgan Stanley
- Kevin HoMorgan Stanley
- Kenneth FriedmanMorgan Stanley
- Jack WongMorgan Stanley