GP
GP
Gregory Peterson
34 Years of Experience
Minneapolis, MN
1 DisclosureBroker
Gregory Peterson is a registered investment advisor at Morgan Stanley, based in Minneapolis, MN, with 34 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
225 South 6th Street, Minneapolis, MN, 55402
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Regulatory History (1)
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Customer Dispute
October 2008Denied
Other 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
October 2011 - Present · 14 yrs 7 mos
Morgan Stanley
September 2011 - Present · 14 yrs 8 mos
Morgan StanleyBroker
September 2011 - Present · 14 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2005 - September 2011 · 6 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2000 - September 2011 · 11 yrs 1 mo
Dain Rauscher IncorporatedBroker
March 1998 - August 2000 · 2 yrs 5 mos
Dain Rauscher IncorporatedBroker
June 1996 - March 1998 · 1 yr 9 mos
Smith Barney INC.Broker
January 1992 - July 1996 · 4 yrs 6 mos
State Registrations41 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.