PB
PB
Peter Bacon is a registered investment advisor at Morgan Stanley, based in Lutherville, MD, 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
2330 West Joppa Road, Suite 255, Lutherville, MD, 21093
Get directionsHistory
Regulatory History (2)
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Customer Dispute
August 2002Denied
Customer Dispute
August 1998Denied
Other Business Activities
Peter serves as a trustee for a trust since January 2021. This investment-related activity requires minimal time during and after business hours.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
June 2002 - June 2009 · 7 yrs
Citigroup Global Markets INC.
June 2002 - June 2009 · 7 yrs
Deutsche Bank Securities INC.Broker
January 2001 - July 2002 · 1 yr 6 mos
Deutsche Bank Securities INC.
June 1998 - July 2002 · 4 yrs 1 mo
Db Alex. Brown LLCBroker
March 1998 - January 2001 · 2 yrs 10 mos
Legg Mason Wood Walker, IncorporatedBroker
March 1993 - April 1998 · 5 yrs 1 mo
State Registrations34 states
AKAZCACOCTDCDEFLGAILKSKYMAMDMEMNMOMTNCNHNJNMNYOHORPARISCTXUTVAVTWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.