PC
PC
Peter Christie is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 33 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
112 Worcester Street, Wellesley, MA, 02481
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Regulatory History (1)
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Customer Dispute
October 2001Settled
Other Business Activities
Peter owns rental real estate properties in Boston, MA since 2015 and Las Vegas, Nevada since 2007. He spends minimal time on these activities outside of business hours.
Employment History
Current Registrations
Morgan Stanley
March 2010 - Present · 16 yrs 2 mos
Morgan StanleyBroker
March 2010 - Present · 16 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
September 2002 - March 2010 · 7 yrs 6 mos
UBS Financial Services INC.Broker
March 2001 - March 2010 · 9 yrs
H&r Block Financial Advisors, INC.Broker
September 1992 - April 2001 · 8 yrs 7 mos
State Registrations27 states
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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.