PG
PG
Philip Gullo is a registered investment advisor at Morgan Stanley, based in New York, NY, with 45 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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Regulatory History (2)
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Customer Dispute
September 2015Denied
Customer Dispute
December 2000Pending
Other Business Activities
Philip is a sole proprietor/owner of real estate in Briarcliff Manor, New York, since March 2024. He spends minimal time on property management, investment decisions/advice, and administrative tasks related to this investment.
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley
June 2009 - December 2013 · 4 yrs 6 mos
Citigroup Global Markets INC.
March 1999 - June 2009 · 10 yrs 3 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
June 1986 - July 1993 · 7 yrs 1 mo
Kidder, Peabody & CO. IncorporatedBroker
January 1984 - May 1986 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1980 - February 1984 · 3 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.