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Phillip Garrett

14 Years of Experience
Boston, MA
Broker

Phillip Garrett is a registered investment advisor at Morgan Stanley, based in Boston, MA, 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
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Location

28 State Street 26th Floor, Boston, MA, 02109

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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

Phillip owns Browser Fishing, a personal fishing business, and is also a manager and owner of Old Salt House Marina LLC. He spends about a quarter of his time on Browser Fishing and minimal time on Old Salt House Marina LLC.

Employment History
Current Registrations
Morgan Stanley
June 2013 - Present · 12 yrs 11 mos
Morgan StanleyBroker
May 2013 - Present · 13 yrs
Previous Registrations
Ameriprise Financial Services, INC.Broker
December 2011 - May 2013 · 1 yr 5 mos
State Registrations33 states
ALAZCACOCTDCDEFLGAHIIDILLAMAMDMEMIMOMSNCNHNJNYOHORPARISCTNTXVAVTWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.