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Phillip Guerra

Morgan Stanley

Grand Blanc, MI

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-12-01
  • MI RA
    APPROVED
    Since 2025-12-01

Branch Locations

2430 East Hill Road, Grand Blanc, MI 48439 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 08/2012 12/2025
Morgan Stanley Smith Barney Llc Grand Blanc MI 12/2025 Present
Morgan Stanley Private Bank, N.A New York NY 01/2026 Present
  • 08/2012 → 12/2025
    Edward Jones
    St. Louis, MO
  • 12/2025 → Present
    Morgan Stanley Smith Barney Llc
    Grand Blanc, MI
  • 01/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2012-12-11 → 2025-12-02
    Edward Jones
    St Louis, MO
    Lapeer, MI
    Grand Blanc, MI
    Lapeer, MI
    Davison, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-12
  • S66 Uniform Combined State Law Examination
    2012-10-12
Other Names
  • Phillip Michael Guerra
  • Phil Guerra

View on SEC IAPD

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MAINSTAY CAPITAL MANAGEMENT, LLC · GRAND BLANC, MI
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