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Petr Thorson

25 Years of Experience
Greenwich, CT
Broker

Petr Thorson is a registered investment advisor at Morgan Stanley, based in Greenwich, CT, with 25 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

One Fawcett Place, 3rd Floor, Greenwich, CT, 06830

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Petr serves as an executor/co-executor for an estate since 2022. This investment-related activity takes minimal time both during and after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
May 2017 - Present · 9 yrs 2 mos
Morgan Stanley
May 2017 - Present · 9 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2007 - May 2017 · 10 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2007 - May 2017 · 10 yrs 2 mos
Tbi(ventures) LTD.Broker
June 1985 - June 1991 · 6 yrs
State Registrations32 states
ALAZCACOCTDEFLGAHIILKSMAMEMIMOMTNCNHNJNYOHORPARISCTNUTVAVTWAWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.