PR
PR

Philip Reagan

19 Years of Experience
Palm Beach, FL
Broker

Philip Reagan is a registered investment advisor at Morgan Stanley, based in Palm Beach, FL, with 19 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

440 Royal Palm Way, Suite 303, Palm Beach, FL, 33480

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Philip is a managing member of PMR Ventures, LLC, an investment/finance/banking business, since January 2021. He spends minimal time on check signing and funds disbursement activities after business hours.

Employment History
Current Registrations
Morgan Stanley
August 2024 - Present · 1 yr 9 mos
Morgan StanleyBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
J.P. Morgan Securities LLC
February 2024 - August 2024 · 6 mos
J.P. Morgan Securities LLCBroker
October 2009 - August 2024 · 14 yrs 10 mos
Hyde Park Capital Advisors, LLCBroker
August 2008 - September 2009 · 1 yr 1 mo
J.P. Morgan Securities INC.Broker
June 2005 - July 2007 · 2 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.