PL
PL

Peter Lease

26 Years of Experience
Morristown, NJ
Broker

Peter Lease is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 26 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

340 Mount Kemble Avenue, Morristown, NJ, 07960

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Peter manages a real estate/property rental business as a sole proprietor, starting in 2016. He spends minimal time on this activity outside of 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
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
June 2002 - April 2007 · 4 yrs 10 mos
Morgan Stanley Dw INC.Broker
January 2001 - April 2007 · 6 yrs 3 mos
J. P. Morgan Advisors, INC.Broker
January 2000 - January 2001 · 1 yr
J.P. Morgan Securities INC.Broker
October 1999 - January 2000 · 3 mos
State Registrations32 states
AZCACOCTDCDEFLGAHIILINKSMAMDMIMONCNHNJNMNYOHOKORPARISCSDTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.