Phillip Brooks Laquey

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

• 06/2009 → Present
  Morgan Stanley
  Plano, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Plano, TX
• 1999-01-08 → 2007-04-02
  Morgan Stanley Dw Inc.
  Plano, TX
  Plano, TX

Other Businesses

*659096 - Phillip and Janice Laquey; Investment related: Yes; The Colony, Texas; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 2; Investment Decisions/Advice:Check Signing/Funds Disbursements:Property Management

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-23
• S63 Uniform Securities Agent State Law Examination
  1998-11-12

Other Names

• Brooks Laquey