PC
PC
Philip Crosby is a registered investment advisor at Morgan Stanley, based in Huntsville, AL, with 46 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
305 Church Street, Huntsville, AL, 35801
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Regulatory History (1)
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Customer Dispute
November 2016Settled
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
January 1996 - February 2006 · 10 yrs 1 mo
Legg Mason Wood Walker, IncorporatedBroker
October 1988 - February 2006 · 17 yrs 4 mos
Howard, Weil, Labouisse, Friedrichs INC.Broker
February 1980 - October 1988 · 8 yrs 8 mos
State Registrations18 states
ALCAFLGAIDMDMOMTNCNJNMNVNYTNTXUTVAWY
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.