Gregory Peterson
Gregory Peterson is a registered investment advisor at Morgan Stanley, based in Minneapolis, MN, with 34 years of industry experience. Gregory 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
225 South 6th Street, Minneapolis, MN, 55402
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Regulatory History (1)
Customer Dispute
October 2008Other Business Activities
Gregory is involved with a trust in North Oaks, Minnesota since January 2023, spending minimal time on it outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Smith Barney INC.Broker
State Registrations42 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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