Peter Siegel is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 42 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
5565 Glenridge Connector, Suite 1900, Atlanta, GA, 30342
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Regulatory History (3)
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Customer Dispute
January 2003Withdrawn
Customer Dispute
March 2002Denied
Criminal
July 1975Final Disposition
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
November 2003 - June 2009 · 5 yrs 7 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
June 1992 - July 1993 · 1 yr 1 mo
Prudential Securities IncorporatedBroker
January 1987 - June 1992 · 5 yrs 5 mos
Painewebber IncorporatedBroker
October 1984 - January 1987 · 2 yrs 3 mos
First Jersey Securities, INC.Broker
July 1983 - October 1984 · 1 yr 3 mos
State Registrations29 states
ALARAZCACOCTDCFLGAIAILINKYLAMIMOMSNCNMNVNYOHORPASCTNTXVAWA
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.