Merrill
47yrs
Top advisor by experience in Red Bank
15yrs
Peter Prunty has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Red Bank, New Jersey. After a year at Index Capital Consultants and four years at UBS Financial Services, Peter joined Morgan Stanley in 2017, a firm offering financial planning, investment management, and retirement plan consulting. Peter holds the CFA designation.
One of 722 advisors with offices in Red Bank, and one of 670 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 51% of advisors nationwide
Office20 Linden Place, Red Bank, NJ 07701
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
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowMorgan StanleyCurrent firm
- Aug 2016 – Feb 2017Index Capital Consultants, LLCPreviously
- 2012 – 2016UBS Financial Services Inc.Previously
Questions to ask Peter
Tailored to Peter’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Peter
How do I contact Peter?
Call Morgan Stanley at 914-225-5510 and ask for Peter Prunty. Peter works from the Red Bank, NJ office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2011, about 15 years. More experience than 51% of advisors nationwide.
What licenses does Peter hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter 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 Peter 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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