PM
PM
Peter Mcgeough is a registered investment advisor at Morgan Stanley, based in Newport, RI, with 32 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
Newport, RI
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Regulatory History (1)
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Customer Dispute
January 2001Settled
Other Business Activities
Peter is on the advisory board for the Saints Lawrence University Hockey Alumni Association, helping and guiding student athletes. He spends minimal time on this activity outside of business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
February 2003 - June 2009 · 6 yrs 4 mos
Morgan Stanley & CO. IncorporatedBroker
October 1993 - June 2009 · 15 yrs 8 mos
State Registrations21 states
ALCACOCTDCDEFLGAKYMAMDMENCNHNYRISCTNTXUTVA
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.