PL
PL
Peter Liebeskind is a registered investment advisor at Morgan Stanley, based in New York, 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
55 East 52nd Street, 7th Floor, New York, NY, 10055
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Regulatory History (1)
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Customer Dispute
April 2004Denied
Employment History
Current Registrations
Morgan StanleyBroker
June 2014 - Present · 11 yrs 11 mos
Morgan Stanley
June 2014 - Present · 11 yrs 11 mos
Previous Registrations
UBS Financial Services INC.Broker
March 2012 - June 2014 · 2 yrs 3 mos
UBS Financial Services INC.
March 2012 - June 2014 · 2 yrs 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - March 2012 · 2 yrs 9 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2012 · 2 yrs 9 mos
Citigroup Global Markets INC.
July 1993 - June 2009 · 15 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
March 1986 - July 1993 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1982 - January 1986 · 3 yrs 8 mos
State Registrations18 states
AZCACTDCFLGAILMAMDMINCNJNYORPASCVAVT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.