Philip DenisCRD Number: 6005033
Current Firm: Morgan Stanley
Philip Denis (CRD# 6005033) is an Investment Advisor Representative working at Morgan Stanley in Huntsville, AL and has over 6 years of experience in the finance industry.
Raymond James & Associates, Inc.
Brol Capital Management, LLC
H.d. Vest Advisory Services, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||3|
|Morgan Stanley||Florence, AL||Nov 2011 - Current||6|
|Pools Plus||Owens Cross Roads, AL||Feb 2008 - Nov 2011||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management598,503MILLIONS
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY