Morgan Stanley
46yrs
Top advisor by experience in Palo Alto
25yrs
Christopher Phillips
Financial advisor at Morgan Stanley
Christopher Phillips is a fiduciary financial advisor in Palo Alto, California, with 25 years in the industry. Christopher joined Morgan Stanley in 2025, after three years at Merrill and two years at Fidelity Personal and Workplace Advisors. 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 574 advisors with offices in Palo Alto, and one of 547 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 25% by experience in Palo Alto
Office1400 Page Mill Road, Palo Alto, CA 94304
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 ?1 state
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
- Aug 2025 – nowMorgan StanleyCurrent firm
- 2022 – 2025MerrillPreviously
- May 2020 – Mar 2022Fidelity Personal and Workplace AdvisorsPreviously
- Jul 2018 – May 2019Fidelity Personal and Workplace AdvisorsPreviously
- 2007 – 2018Strategic Advisers LLCPreviously
Contact Christopher
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Christopher. 1400 Page Mill RoadPalo Alto, CA 94304Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Christopher
Tailored to Christopher’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 Christopher
How do I contact Christopher?
Call Morgan Stanley at (914) 225-5510 and ask for Christopher Phillips. Christopher works from the Palo Alto, CA office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2001, about 25 years. Top 25% by experience in Palo Alto.
What licenses does Christopher hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher 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 Christopher 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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