PW
PW
Peter White
32 Years of Experience
Beverly Hills, CA
3 DisclosuresBroker
Peter White is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, 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
9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2001Denied
Customer Dispute
January 2000Denied
Customer Dispute
December 1999Denied
Other Business Activities
Peter is involved with a trust in Los Angeles since 2022, spending minimal time on it. This activity is investment-related.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 1994 - June 2009 · 15 yrs 4 mos
Citigroup Global Markets INC.
July 1993 - June 2009 · 15 yrs 11 mos
State Registrations26 states
AZCACOCTDCFLGAILINKSMAMDMIMNMSNJNVNYOKORPASCTXUTVAWA
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.