PB
PB

Peter Barresi

20 Years of Experience
Sarasota, FL
Broker

Peter Barresi is a registered investment advisor at Morgan Stanley, based in Sarasota, FL, with 20 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

2 North Tamiami Trail, Suite 1100, Sarasota, FL, 34236

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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 owns and manages multiple rental properties in Brooklyn, NY and Sarasota, FL, dedicating a few hours per week to administrative tasks. These real estate activities are considered investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
February 2025 - Present · 1 yr 3 mos
Morgan Stanley
February 2025 - Present · 1 yr 3 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - February 2025 · 12 yrs 4 mos
J.P. Morgan Securities LLCBroker
October 2012 - February 2025 · 12 yrs 4 mos
Chase Investment Services CORP.Broker
October 2009 - October 2012 · 3 yrs
Chase Investment Services CORP.
October 2009 - October 2012 · 3 yrs
AXA Advisors, LLC
June 2007 - October 2009 · 2 yrs 4 mos
AXA Advisors, LLCBroker
October 2005 - October 2009 · 4 yrs
Continental Broker-Dealer CORP.Broker
November 2001 - May 2002 · 6 mos
State Registrations30 states
AZCACOCTDCDEFLILKYMAMDMNNCNHNJNVNYOHOKORPARISCTNTXUTVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Peter Barresi - Financial Advisor | TrueAdvisor