PH
CFP
PH
CFP
Peter Haack is a CFP-designated registered investment advisor at Morgan Stanley, based in Estero, FL, with 32 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
Estero, FL
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Regulatory History (1)
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Customer Dispute
June 2016Denied
Other Business Activities
Peter is an owner, landlord, and partner in IGC Properties LLC, a real estate/property rental business, since 2008. He spends a few hours per week managing the property and collecting rent.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
October 2000 - June 2009 · 8 yrs 8 mos
Citigroup Global Markets INC.Broker
September 2000 - June 2009 · 8 yrs 9 mos
Securities America, INC.Broker
January 1993 - July 1994 · 1 yr 6 mos
Marc J. Lane & CompanyBroker
May 1985 - February 1991 · 5 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.