PN
PN

Peter Nardin

11 Years of Experience
Palm Beach, FL
Broker

Peter Nardin is a registered investment advisor at Morgan Stanley, based in Palm Beach, FL, with 11 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

450 Royal Palm Way, 5th Floor, Palm Beach, FL, 33480

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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 is an investor in Recovery Control Systems, a parcel auditing company, since 2004, but spends minimal time on it. He also owns multiple rental properties and assists with financial oversight for Ronald McDonald House Charities of Jacksonville, dedicating minimal time to these activities.

Employment History
Current Registrations
Morgan Stanley
September 2015 - Present · 10 yrs 8 mos
Morgan StanleyBroker
April 2014 - Present · 12 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.