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 January On the Markets from the Global Investment Committee featuring

    • "2015: The Great Rebalancing Act" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees a global rebalancing this year that should lead to broader economic and earnings growth, including an acceleration in Europe, Japan and several emerging markets. He is still bullish on US equities, but even more so on stock markets in Europe and Japan.

    • "The US Economy: Are We There Yet?" The US is in the midst of a tepid cyclical pickup in aggregate demand, writes Vincent Reinhart, chief US economist for Morgan Stanley & Co. Lower energy costs should help boost economic activity in the near term, and fiscal policy is becoming a bit more supportive of growth.

    • "Volatility … It’s Back!" The Federal Reserve’s unconventional Quantitative Easing (QE) policy of the past five years kept market volatility in check. Now that QE is over, volatility is picking up. Here are some ideas for investors on how to deal with market swings.

    • Plus, look for more on US and global equities, fixed income investments, commodities and real estate.

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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