Philip H Townsend

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 Llc
  Tampa, FL
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Tampa, FL
• 1997-09-28 → 2007-04-02
  Morgan Stanley Dw Inc.
  Tampa, FL
  Tampa, FL

Other Businesses

*43563 - Coconut Grove MHP LLC; Investment related: Yes; Key West, Florida; Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); 09/2001 ; During business hours: 0; After business hours: 1; Administrative, Accounting/Bookkeeping, Property Management, Check Signing/Funds Disbursements.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-10-01