Nolan A Philpott

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

• 07/2026 → Present
  Morgan Stanley
  Purchase, NY
• 12/2025 → 05/2026
  Saint Anselm College
  Manchester, NH
• 08/2025 → 12/2025
  Seaboard International Forest Products
  Nashua, NH
• 06/2025 → 08/2025
  Factset
  Boston, MA
• 08/2024 → 06/2025
  Saint Anselm College
  Manchester, NH
• 05/2024 → 08/2024
  N/A
  Boxford, MA
• 08/2023 → 05/2024
  Saint Anselm College
  Manchester, NH
• 06/2023 → 08/2023
  Ipswich Maritime Products
  Ipswich, MA
• 05/2023 → 05/2023
  Jersey Mikes
  Beverly, MA
• 08/2022 → 05/2023
  Saint Anselm College
  Manchester, NH
• 05/2022 → 08/2022
  Smolak Farms
  North Andover, MA
• 08/2021 → 05/2022
  Saint Johns Prep
  Danvers, MA
• 05/2021 → 08/2021
  Smolak Farms
  North Andover, MA
• 08/2015 → 05/2021
  Saint Johns Prep
  Danvers, MA

Exams

• S66 Uniform Combined State Law Examination
  2025-08-16