Christopher Phillips is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, with 23 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
1400 Page Mill Road, Palo Alto, CA, 94304
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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 StanleyBroker
August 2025 - Present · 9 mos
Morgan Stanley
August 2025 - Present · 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2022 - August 2025 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2022 - August 2025 · 3 yrs
Fidelity Personal and Workplace Advisors
May 2020 - March 2022 · 1 yr 10 mos
Fidelity Brokerage Services LLCBroker
April 2020 - March 2022 · 1 yr 11 mos
Nylife Securities LLCBroker
May 2019 - March 2020 · 10 mos
Fidelity Personal and Workplace Advisors
July 2018 - May 2019 · 10 mos
Strategic Advisers LLC
July 2007 - July 2018 · 11 yrs
Fidelity Brokerage Services LLCBroker
February 2007 - April 2019 · 12 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2001 - October 2006 · 5 yrs 5 mos
State Registrations32 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.