PD
PD

Peter Demarco

31 Years of Experience
Paramus, NJ
1 DisclosureBroker

Peter Demarco is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 31 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

Mack Center Iv, South 61, Paramus Road, Paramus, NJ, 07652

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History

Regulatory History (1)
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
October 1999
Denied
Employment History
Current Registrations
Morgan StanleyBroker
October 2020 - Present · 5 yrs 7 mos
Morgan Stanley
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
UBS Financial Services INC.
December 2010 - October 2020 · 9 yrs 10 mos
UBS Financial Services INC.Broker
December 2010 - October 2020 · 9 yrs 10 mos
Morgan Stanley Smith Barney LLC
June 2009 - December 2010 · 1 yr 6 mos
Morgan Stanley Smith BarneyBroker
June 2009 - December 2010 · 1 yr 6 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 2006 - April 2007 · 1 yr 1 mo
Morgan Stanley Dw INC.Broker
December 2005 - April 2007 · 1 yr 4 mos
Citigroup Global Markets INC.
June 2000 - February 2005 · 4 yrs 8 mos
Citigroup Global Markets INC.Broker
August 1999 - December 2005 · 6 yrs 4 mos
Advest, INC.Broker
August 1996 - September 1999 · 3 yrs 1 mo
Gruntal & CO. IncorporatedBroker
March 1996 - September 1996 · 6 mos
Gruntal & CO. IncorporatedBroker
September 1994 - March 1996 · 1 yr 6 mos
State Registrations37 states
AZCACOCTDCFLGAHIILINKYLAMAMDMEMIMNMONCNENHNJNVNYOKORPASCSDTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.