Peter Ferdinand is a registered investment advisor at Morgan Stanley, based in Greenwich, CT, with 30 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
One Fawcett Place, 3rd Floor, Greenwich, CT, 06830
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
May 2017 - Present · 9 yrs 2 mos
Morgan StanleyBroker
May 2017 - Present · 9 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2010 - May 2017 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2010 - May 2017 · 6 yrs 7 mos
G-2 Trading,llcBroker
January 2010 - September 2010 · 8 mos
American Technology Research, INC.Broker
June 2008 - December 2008 · 6 mos
Robertson Stephens, INC.Broker
September 1998 - October 2000 · 2 yrs 1 mo
Bancamerica Robertson StephensBroker
October 1997 - September 1998 · 11 mos
Robertson, Stephens & Company LLCBroker
August 1993 - October 1997 · 4 yrs 2 mos
Salomon Brothers INC.Broker
December 1986 - July 1993 · 6 yrs 7 mos
State Registrations31 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.