Merrill Lynch, Pierce, Fenner & Smith
46yrs
Top advisor by experience in Palm Beach
11yrs
Peter Nardin
Financial advisor at Morgan Stanley
Peter Nardin is a fiduciary financial advisor in Palm Beach, Florida, with 11 years in the industry. Peter joined Morgan Stanley in 2016, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 249 advisors with offices in Palm Beach, and one of 240 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office450 Royal Palm Way 5th Floor, Palm Beach, FL 33480
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.
Series 66Uniform Combined State Law Examination
Career
- 2016 – 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
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 Nardin. Peter works from the Palm Beach, FL office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Peter hold?
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.
Other advisors nearby
Wells Fargo Advisors
45yrs
Top 1% by experience in Palm Beach
Merrill Lynch, Pierce, Fenner & Smith
44yrs
Top 1% by experience in Palm Beach
Raymond James & Associates
44yrs
Top 1% by experience in Florida
Wells Fargo Advisors
44yrs
Top 1% by experience in Florida
J.p. Morgan Securities
43yrs
Top 1% by experience at J.p. Morgan Securities