Morgan Stanley
47yrs
Top advisor by experience in Purchase
25yrs
Peter Karle
Financial advisor at Morgan Stanley
Based in Purchase, New York, Peter Karle is a financial advisor with 25 years of industry experience. Peter has been with Morgan Stanley since 2023. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience25 years (since 2002)
How that compares ?Top 23% by experience in Purchase
Office2000 Westchester Avenue, Purchase, NY 10577
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2023 – nowMorgan StanleyCurrent firm
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
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About Peter
How do I contact Peter?
Call Morgan Stanley at 914-225-5510 and ask for Peter Karle. Peter works from the Purchase, NY office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2002, about 25 years. Top 23% by experience in Purchase.
What licenses does Peter hold?
Series 63. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
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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