Phillip Elliott is a CFP-designated registered investment advisor at Morgan Stanley, based in Oklahoma City, OK, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
6305 Waterford Boulevard, Suite 240, Oklahoma City, OK, 73118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Phillip is a silent owner of 0.75% of Rock N Roll Imports / Beverage in Santa Monica, CA since 2017. He has no responsibilities and devotes minimal time to this activity.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Edward Jones
Edward JonesBroker
State Registrations34 states
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