Private Advisor Group
47yrs
Top advisor by experience at Private Advisor Group
33yrs
Frederick Pierce has worked in the financial industry for 33 years and is a fiduciary financial advisor based in Morristown, New Jersey. After nine years at UBS Financial Services and seven years at Citigroup Global Markets, Frederick joined Morgan Stanley in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Frederick holds the CFP® designation.
One of 1155 advisors with offices in Morristown, and one of 1029 fiduciaries.
At a glance
Experience33 years (since 1994)
How that compares ?Top 12% by experience nationwide
Office340 Mount Kemble Avenue, Morristown, NJ 07960
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowMorgan StanleyCurrent firm
- 2012 – 2021UBS Financial Services Inc.Previously
- 2009 – 2012Morgan StanleyPreviously
- 2002 – 2009Citigroup Global Markets Inc.Previously
Contact Frederick
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Frederick. 340 Mount Kemble AvenueMorristown, NJ 07960Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Frederick
Tailored to Frederick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Frederick
How do I contact Frederick?
Call Morgan Stanley at (914) 225-5510 and ask for Frederick Pierce. Frederick works from the Morristown, NJ office.
How long has Frederick been a financial advisor?
Frederick has been in the industry since 1994, about 33 years. Top 12% by experience nationwide.
What licenses does Frederick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Frederick a fiduciary?
Frederick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Frederick paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Frederick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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