Peter Haack is a CFP-designated registered investment advisor at Morgan Stanley, based in Estero, FL, with 33 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
Estero, FL
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Regulatory History (1)
Customer Dispute
June 2016Other 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
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Securities America, INC.Broker
Marc J. Lane & CompanyBroker
State Registrations53 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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