PB
PB

Peter Ballantine

10 Years of Experience
South Jordan, UT
Broker

Peter Ballantine is a registered investment advisor at Morgan Stanley, based in South Jordan, UT, with 10 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

South Jordan, UT

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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 works as a contractor for Dry Bar Comedy and as a comedian for Wiseguys Comedy & Various Comedy Venues. These activities are art/culture related and take about 10-20% of his time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
August 2024 - Present · 2 yrs 1 mo
Morgan StanleyBroker
July 2024 - Present · 2 yrs 2 mos
Morgan Stanley
July 2024 - Present · 2 yrs 2 mos
Previous Registrations
E*trade Securities LLCBroker
May 2021 - September 2023 · 2 yrs 4 mos
Morgan Stanley
March 2016 - April 2018 · 2 yrs 1 mo
Morgan StanleyBroker
October 2015 - March 2024 · 8 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.