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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 Mcrae Mittnacht is an investment advisor with Morgan Stanley, registered in New Jersey and Texas. Peter has been in the industry since 1984 and has been with Morgan Stanley since 2010. Peter specializes in providing financial planning and investment advice to high-net-worth individuals, families, and businesses. They also have experience working with trusts, charities, and retirement plans. Peter has passed the Series 3, 7, 31, and 63 exams, as well as the SIE and Series 65 exams.
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
NJ
04/15/2020 - Present
Morgan Stanley (Lawrenceville NJ)
NJ
07/06/2001 - 06/23/2010
UBS FINANCIAL SERVICES INC. (PRINCETON NJ)
NY
07/31/1993 - 07/16/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
07/07/1987 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/25/1984 - 07/13/1987
DEAN WITTER REYNOLDS INC.
IA
Issued 05/06/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2003
Series 3 - National Commodity Futures Examination
BC
Issued 06/15/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/1984
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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