PM
PM

Peter Madsen

4 Years of Experience
South Jordan, UT
Broker

Peter Madsen is a registered investment advisor at Morgan Stanley, based in South Jordan, UT, with 4 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

680 West 10000 South, South Jordan, UT, 84095

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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 a sole proprietor/owner of a rental property in Holladay, Utah, since January 2024. He spends minimal time on property management outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
May 2022 - Present · 4 yrs
Morgan Stanley
May 2022 - Present · 4 yrs
Previous Registrations
Fidelity Personal and Workplace Advisors
December 2020 - August 2021 · 8 mos
Fidelity Brokerage Services LLCBroker
September 2020 - August 2021 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.