PM
PM

Peter Mittnacht

42 Years of Experience
Lawrenceville, NJ
Broker

Peter Mittnacht is a registered investment advisor at Morgan Stanley, based in Lawrenceville, NJ, 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

1200 Lenox Drive, Suite 300, Lawrenceville, NJ, 08648

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Peter serves as a trustee or co-trustee for a trust, dedicating minimal time during business hours to investment decisions and advice. This activity is investment-related.

Employment History
Current Registrations
Morgan Stanley
August 2010 - Present · 15 yrs 9 mos
Morgan StanleyBroker
June 2010 - Present · 15 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
May 2002 - June 2010 · 8 yrs 1 mo
UBS Financial Services INC.Broker
July 2001 - June 2010 · 8 yrs 11 mos
Salomon Smith Barney INC.Broker
July 1993 - July 2001 · 8 yrs
Lehman Brothers INC.Broker
July 1987 - July 1993 · 6 yrs
Dean Witter Reynolds INC.Broker
January 1984 - July 1987 · 3 yrs 6 mos
State Registrations40 states
ALARAZCACOCTDCDEFLGAILINKYMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHORPARISCTNTXVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Peter Mittnacht - Financial Advisor | TrueAdvisor