PC
PC
Peter Carr is a registered investment advisor at Morgan Stanley, based in Jacksonville, FL, with 38 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
6735 Southpoint Drive, Jacksonville, FL, 32216
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Regulatory History (2)
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Customer Dispute
July 2020Denied
Financial
September 2017Final
Employment History
Current Registrations
Morgan Stanley
March 2010 - Present · 16 yrs 4 mos
Morgan StanleyBroker
February 2010 - Present · 16 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - March 2010 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - March 2010 · 5 mos
Banc of America Investment Services, INC.
March 2002 - October 2009 · 7 yrs 7 mos
Banc of America Investment Services, INC.Broker
March 2002 - October 2009 · 7 yrs 7 mos
Deutsche Banc Alex. Brown INC.Broker
January 2001 - March 2002 · 1 yr 2 mos
Db Alex. Brown LLCBroker
December 1999 - January 2001 · 1 yr 1 mo
Painewebber IncorporatedBroker
January 1994 - December 1999 · 5 yrs 11 mos
Prudential Securities IncorporatedBroker
April 1992 - February 1994 · 1 yr 10 mos
Bear, Stearns & CO. INC.Broker
March 1989 - May 1992 · 3 yrs 2 mos
Painewebber IncorporatedBroker
August 1988 - March 1989 · 7 mos
Graystone Nash, INC.Broker
September 1987 - August 1988 · 11 mos
F.D. Roberts Securities, INC.Broker
August 1987 - September 1987 · 1 mo
State Registrations26 states
ARAZCACOCTDCFLGAILKYMAMDMENCNJNYOHPARISCTNTXUTVAVTWA
AdvisorBrokerBoth
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
No exam information available for this advisor.