Peter Desnoyers is a CFP-designated registered investment advisor at Morgan Stanley, based in Warren, NJ, with 42 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
15 Independence Boulevard, 1st Floor, Warren, NJ, 07059
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Regulatory History (1)
Customer Dispute
August 2002Other 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
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
Prudential Securities IncorporatedBroker
Massachusetts Mutual Life Insurance CompanyBroker
Summit Equities, INC.Broker
Nel Equity Services CorporationBroker
First Investors CorporationBroker
State Registrations33 states
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
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