Phillips Reed Coleman

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2025 → Present
  Morgan Stanley
  New York, NY
• 08/2020 → 10/2025
  Iconiq Capital
  New York, NY
• 03/2010 → 07/2020
  Miura Global Management
  New York, NY
• 01/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*671562 - North Haven Ventures LLC; Investment related: Yes; New York, New York; Investment/Finance/Banking; Partner(proprietor, partner, officer, director, employee, trustee, agent); 12/2014; During business hours: 0; After business hours: 1; Investment Decisions/Advice

Exams

• S66 Uniform Combined State Law Examination
  2026-01-29
• S63 Uniform Securities Agent State Law Examination
  2004-11-15

Other Names

• Phillips Reed Coleman
• Reed Coleman
• Reed Phillips Coleman
• Phillips R Coleman