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 will 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
  • Access to Lending Services
  • Philanthropic Services
  • Art Advisory
  • Trust Services and Accounting
  • Estate Planning Strategies
  • 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.

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

    “Jumping on the Bandwagon” In the World Series, we have two teams long seen as losers who are now considered winners and with that comes the inevitable bandwagon jumpers. In a like manner, we’ve seen formerly out-of-favor assets performing better this year, and we’re seeing bandwagon jumpers moving into them as well, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management.

    “Resolving Uncertainty”  Once we are past the election and a Federal Reserve interest rate hike, US equities could go higher writes Lisa Shalett, head of investment & portfolio strategies at Morgan Stanley Wealth Management.

    “Introducing Our Short-Term Stock and Bond Indicator” re markets poised to reward an overweight allocation to stocks, or should one retreat to a more defensive fixed income position? Our new indicator answers this question by measuring a myriad of economic and market data in a disciplined and consistent manner.

    • Plus, look for more on US and international equities, fixed income and economics. 

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

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

NMLS#: 1279506

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:3128 mp: 2281