Peter James Almeroth - Morgan Stanley Financial Advisor - Grand Rapids, MI
Morgan Stanley
Peter James Almeroth, CRPC
Financial Advisor
5211 Cascade Road SE
Grand Rapids, MI 49546
tel: (616) 974-8908
toll-free: (888) 769-9142 
fax: (616) 974-8950

Helping you achieve financial success is my first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.

Associations
  • Western Michigan University
  • Northeastern Little League
  • Forest Hills Youth Football League
Services
  • Wealth Management
  • Retirement Planning
  • Asset Management
  • Access to Lending Services
Education and Licensing
  • Finance in Business Administration
    Western Michigan University
  • Chartered Retirement Planning Counselor
    College for Financial Planning®
  • Series 7 & 66
  • Life, Accident & Health Insurance
  • Long Term Care Insurance
Business Experience

Bulletin Board
  • See October On the Markets from the Global Investment Committee featuring

    “Enjoy the Ride” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., observes that sometimes the investment environment may feel both boring in the present and unsettling in the context of future uncertainty. From either perspective, the fundamentals can support a global equity market rally, so hang on and enjoy the ride. 

    “Why We Differ on Japan” Morgan Stanley & Co.’s strategists and economists are more bullish than the Wall Street consensus on both the Japanese economy and Japanese equities. In this report, they explain why. 

    • “The Time Is Right for Long-Lagging Industrials” Rising oil prices, a weaker US dollar, hurricane rebuilding, possible tax reform and a potential infrastructure program brighten the outlook for industrials

    • Plus, look for more on the economy, bonds and private market investments, as well as a Q&A featuring Jeffrey Gundlach of DoubleLine Capital, who argues that the bull market in fixed income securities is fading. 

  • As Financial Advisors whose focus is on wealth management, we are aware of the special issues you face as a business owner, like creating a transition plan or finding the funds to launch a new venture. We can help with more than your personal investments—to talk to us about your business needs, too, call or email us.

  • For the latest Global Investment Committee meeting report, please click on the Investing & Market Insights link on the left.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Peter James Almeroth holds the following registrations:
Securities Agent: AK, AL, AR, AZ, CA, CO, FL, GA, IL, IN, KY, MA, MI, MO, MT, NC, NJ, NY, OH, OR, PA, SC, TX, VA, WI; General Securities Representative; Investment Advisor Representative

NMLS#: 1255383

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

pp:6909 mp: 2281