PS
PS
Philip Stair is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 22 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
2400 Lakeview Parkway Suite 300, Alpharetta, GA, 30009
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Regulatory History (2)
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Customer Dispute
December 2023Settled
Customer Dispute
October 2008Closed-No Action
Other Business Activities
Philip is a musician with Grim Rooster and Rocket 350. The filing does not specify the time commitment for this activity.
Employment History
Current Registrations
Morgan Stanley
January 2014 - Present · 12 yrs 4 mos
Morgan Stanley
January 2014 - Present · 12 yrs 4 mos
Morgan StanleyBroker
January 2014 - Present · 12 yrs 4 mos
Previous Registrations
Bb&t Securities, LLCBroker
January 2013 - January 2014 · 1 yr
Bb&t Securities, LLC
January 2013 - January 2014 · 1 yr
Scott & Stringfellow, LLC
October 2007 - January 2013 · 5 yrs 3 mos
Scott & Stringfellow, LLCBroker
January 2006 - January 2013 · 7 yrs
Bergen Capital, INC.Broker
April 2003 - January 2006 · 2 yrs 9 mos
State Registrations21 states
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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.