Raymond James & Associates
46yrs
Arthur Bartholomew
Financial advisor
300 Conshohocken State Road Suite 400
West Conshohocken, PA 19428
West Conshohocken, PA 19428
Top advisor by experience in West Conshohocken
41yrs
Philip Plotnick has worked in the financial industry for 41 years and is a fiduciary financial advisor based in West Conshohocken, Pennsylvania. Philip has been with Morgan Stanley since 2022; before that, Philip spent nine years at UBS Financial Services. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 197 advisors with offices in West Conshohocken, and one of 166 fiduciaries.
At a glance
Experience41 years (since 1985)
How that compares ?Top 3% by experience nationwide
Office100 Front Street Suite 600, West Conshohocken, PA 19428
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowMorgan StanleyCurrent firm
- 2012 – 2022UBS Financial Services Inc.Previously
Questions to ask Philip
Tailored to Philip’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Philip
How do I contact Philip?
Call Morgan Stanley at 914-225-5510 and ask for Philip Plotnick. Philip works from the West Conshohocken, PA office.
How long has Philip been a financial advisor?
Philip has been in the industry since 1985, about 41 years. Top 3% by experience nationwide.
What licenses does Philip hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Philip a fiduciary?
Philip is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Philip paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Philip for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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