PM
PM

Philip Messina

10 Years of Experience
New York, NY
Broker

Philip Messina is a registered investment advisor at Morgan Stanley, based in New York, NY, with 10 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

55 East 52nd Street, 12th Floor, New York, NY, 10055

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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 partner at Thy Royalty LLC, a retail/online store, since May 2021. He dedicates minimal time to customer service during business hours.

Employment History
Current Registrations
Morgan Stanley
March 2017 - Present · 9 yrs 2 mos
Morgan StanleyBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2015 - March 2017 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2015 - March 2017 · 1 yr 7 mos
National Financial Services LLCBroker
February 2015 - June 2015 · 4 mos
State Registrations44 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.