Peter Carr
Peter Carr is a registered investment advisor at Morgan Stanley, based in Ponte Vedra Beach, FL, with 39 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
50 A1A North, Suite 112, Ponte Vedra Beach, FL, 32082
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2020Financial
September 2017Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
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Db Alex. Brown LLCBroker
Painewebber IncorporatedBroker
Prudential Securities IncorporatedBroker
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F.D. Roberts Securities, INC.Broker
State Registrations27 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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