Peter A. Weiss - Morgan Stanley Financial Advisor - NEW YORK, NY
Morgan Stanley
Peter A. Weiss
Consulting Group
Senior Vice President
Financial Advisor
Financial Planning Specialist
31 WEST 52ND STREET 23RD FLOOR
NEW YORK, NY 10019
tel: (212) 230-3590
toll-free: (800) 843-0211 
fax: (212) 765-1057

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations
  • Emerson, NJ Recreation Department Director
    Emerson, NJ
  • Jack Martin Fund for Mount Sinai Hospital
    New York, NY
  • Emerson Youth Sports Association
    Coach
  • Officer Young Couples Club JCC
    Paramus, NJ
Services
  • Asset Management
  • Lending Services
  • Philanthropic Services
  • Art Advisory
  • Trust Services and Accounting
  • Estate Planning
  • Family Consulting
  • Alternative Investments
  • Wealth Management
  • Endowments and Foundations
  • Fixed Income
  • Futures
  • Retirement Planning
  • Executive Benefit Services
  • Education Planning
  • Exchange Traded Funds
  • 401(k) Rollovers
  • Certificates of Deposit
  • Annuities
  • Commodities
Education and Licensing
  • BA - 1986
    Rutgers College
    New Brunswick, NJ
  • Financial Planning Specialist Designation
  • Series 7 - General Securities License
  • Series 63 - Uniform Exam
  • Series 65 - Investment Advisory Agent License
  • Series 3 - Commodities
Honors and Recognition
  • Chairman's Council - Smith Barney
  • President's Council - Smith Barney
  • Century Council - Smith Barney
  • 20 Year Loyal Service Award - Smith Barney
  • Graduated Honors - Rutgers College
Business Experience
  • 1988 - Present: Morgan Stanley*

    Senior Vice President
    Financial Planning Specialist
    Investment Management Specialist/
    Financial Advisor
    New York, NY
  • 1986 - 1988: Standard Poor's

    Equity Research Analyst
    New York, NY

Bulletin Board
  • Please call or email me for a complimentary portfolio review.

  • We are very appreciative when existing clients refer friends, family and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.

  • See December On the Markets from the Global Investment Committee featuring

    • "Keep Those Emotions in Check" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, notes that the greatest determinant of investment success may be one’s ability to control his or emotions and not overreact on the downside—or the upside.

    • "Lower Your Sights" The 10-year outlook from Morgan Stanley & Co. strategists calls for lower stock and bond returns. They also anticipate lower inflation in which case real returns should not go down as much as nominal returns.

    • "Gold and Inflation—It’s Complicated" Of course, gold has a link to inflation, but growth in money supply and nominal GDP count, too.

    • Plus, look for more on global equities and fixed income investments.

Peter A. Weiss holds the following registrations:
Securities Agent: AL, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, NC, NJ, NV, NY, PA, TX, UT, VA, VI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

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. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  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.
Awards Disclosures
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