Peter Heller is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 21 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
5565 Glenridge Connector, Suite 1900, Atlanta, GA, 30342
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Regulatory History (1)
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Customer Dispute
August 2007Denied
Employment History
Current Registrations
Morgan Stanley
March 2010 - Present · 16 yrs 2 mos
Morgan StanleyBroker
March 2010 - Present · 16 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
November 2004 - March 2010 · 5 yrs 4 mos
UBS Financial Services INC.Broker
October 2004 - March 2010 · 5 yrs 5 mos
State Registrations34 states
ALAZCACOCTDCFLGAIAIDILKSKYLAMAMDMEMNMONCNJNMNVNYOKORPASCTNTXUTVAWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.