Philip R Gordon

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 Smith Barney
  Hartford, CT
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2005-04-29 → 2009-06-01
  Citigroup Global Markets Inc.
  Hartford, CT
  Hartford, CT
• 1991-08-30 → 2005-05-04
  Morgan Stanley Dw Inc.
  Hartford, CT

Other Businesses

*455082 - Trust; Investment related -Yes; Madison, Connecticut; Trust; Trustee/Co-Trustee; 09/2021; During business hours: 2; After business hours: 0;

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-03-25

Other Names

• Phil Gordon
• Philip Ross Gordon