PI
CFP
PI
CFP
Peter Inserra is a CFP-designated registered investment advisor at Morgan Stanley, based in Melville, NY, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
58 South Service Road, Suite 400, Melville, NY, 11747
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2017Denied
Employment History
Current Registrations
Morgan StanleyBroker
February 2023 - Present · 3 yrs 3 mos
Morgan Stanley
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2007 - March 2023 · 15 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1982 - March 2023 · 40 yrs 5 mos
Cralin Securities CompanyBroker
August 1982 - September 1982 · 1 mo
State Registrations31 states
AZCACOCTDEFLGAIDILKSMAMDMEMIMONCNHNJNVNYOHOKORPARISCTXUTVAWAWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.