PD
CFP
PD
CFP
Peter Desnoyers
41 Years of Experience
Amelia Island, FL
1 DisclosureBroker
Peter Desnoyers is a CFP-designated registered investment advisor at Morgan Stanley, based in Amelia Island, FL, with 41 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
9900 Amelia Island Parkway, Amelia Island, FL, 32034
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2002Denied
Other Business Activities
Peter serves as trustee or co-trustee for multiple trusts in Amelia Island, Florida, providing investment advice and decisions. These activities require minimal time overall.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
May 2002 - June 2009 · 7 yrs 1 mo
Citigroup Global Markets INC.Broker
October 2000 - June 2009 · 8 yrs 8 mos
First Union Securities, INC.Broker
October 1999 - October 2000 · 1 yr
First Union Capital Markets CORP.Broker
September 1995 - October 1999 · 4 yrs 1 mo
Prudential Securities IncorporatedBroker
February 1987 - September 1995 · 8 yrs 7 mos
Massachusetts Mutual Life Insurance CompanyBroker
June 1986 - April 1987 · 10 mos
Summit Equities, INC.Broker
April 1986 - March 1987 · 11 mos
Nel Equity Services CorporationBroker
October 1984 - May 1986 · 1 yr 7 mos
First Investors CorporationBroker
August 1983 - January 1984 · 5 mos
State Registrations31 states
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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.