J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
33yrs
Based in San Francisco, California, Brian Peter is a fiduciary financial advisor with 33 years of industry experience. Brian has been with Morgan Stanley since 2009; before that, Brian spent 12 years at Citigroup Global Markets. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 9% by experience in San Francisco
Office555 California Street 35th Floor, San Francisco, CA 94104
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 ?2 states
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowMorgan StanleyCurrent firm
- 1997 – 2009Citigroup Global Markets Inc.Previously
Contact Brian
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Brian. 555 California Street 35th FloorSan Francisco, CA 94104Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Brian
Tailored to Brian’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 Brian
How do I contact Brian?
Call Morgan Stanley at (914) 225-5510 and ask for Brian Peter. Brian works from the San Francisco, CA office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1993, about 33 years. Top 9% by experience in San Francisco.
What licenses does Brian hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian 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 Brian 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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