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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter A. Gelwarg is an active investment advisor representative registered in 39 states and 3 U.S. territories. Peter has been active in the securities industry since 1999. Peter is currently registered with Morgan Stanley and has previously worked at Sanford C. Bernstein & Co., LLC and Sanford C. Bernstein & Co., Inc.. Peter holds Series 31, Series 7, and Series 66 licenses. Peter specializes in providing portfolio management for individuals, businesses, and investment companies. Peter's client base includes high-net-worth individuals, insurance companies, charitable organizations, corporations, individuals, and state or municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/15/2020 - Present
Morgan Stanley (New York NY)
NY
12/07/2000 - 08/12/2011
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
02/26/1999 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BOTH
Issued 03/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 12/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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