PB
PB

Philip Bartlett

14 Years of Experience
Boise, ID
Broker

Philip Bartlett is a registered investment advisor at Morgan Stanley, based in Boise, ID, with 14 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
Loading...

Location

101 South Capitol Boulevard, Suite 401, Boise, ID, 83702

Get directions

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.

Learn about disclosures →
Other Business Activities

Philip is a board member for the Discovery Center of Idaho, a children/youth and art/culture organization. He spends minimal time on administrative, marketing, and fundraising activities for the organization.

Employment History
Current Registrations
Morgan Stanley
July 2024 - Present · 2 yrs
Morgan StanleyBroker
July 2024 - Present · 2 yrs
Previous Registrations
RBC Capital Markets, LLCBroker
September 2018 - August 2024 · 5 yrs 11 mos
RBC Capital Markets, LLC
July 2018 - August 2024 · 6 yrs 1 mo
Clearwater Advisors, LLC
March 2011 - June 2018 · 7 yrs 3 mos
State Registrations38 states
AKALARAZCACOCTDEFLGAHIIDILINKSKYMAMDMEMNMTNCNENJNMNVNYOKORPASDTNTXUTVAWAWIWY
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 Bartlett - Financial Advisor | TrueAdvisor