Philippa Jane Lumsden
Investment adviser representative at Morgan Stanley
12 yearsExperience
3 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Morgan Stanley Private Bank, N.A.Apr 2020 to now
- Morgan StanleyFeb 2020 to now
- Morgan Stanley Smith Barney LLCJan 2020 to now
- The Vanguard Group, Inc.Sep 2018 to Jan 2020
- Olga (child's Mother)Jun 2018 to Aug 2018
- Gettysburg College - Economics DepartmentAug 2017 to May 2018
- Interpublic Group of CompaniesMay 2017 to Aug 2017
- Shopinshop, Adalucia Open FutureApr 2017 to May 2017
- Gettysburg CollegeAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (NY, PA, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6998335
- Firm CRD
- 149777