Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Florida
11yrs
Peter Oliger
Financial advisor at Morgan Stanley
Peter Oliger has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Sarasota, Florida. Peter has been with Morgan Stanley since 2023; before that, Peter spent seven years at J.P. Morgan Securities. 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 949 advisors with offices in Sarasota, and one of 871 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office2 North Tamiami Trail Suite 1100, Sarasota, FL 34236
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 66Uniform Combined State Law Examination
Career
- 2023 – nowMorgan StanleyCurrent firm
- 2016 – 2023J.P. Morgan Securities LLCPreviously
Contact Peter
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Peter. 2 North Tamiami Trail Suite 1100Sarasota, FL 34236Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
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 Oliger. Peter works from the Sarasota, 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
Raymond James & Associates
47yrs
Top 1% by experience in Sarasota
Thurston Springer Advisors
47yrs
Top advisor by experience at Thurston Springer Advisors
Morgan Stanley
46yrs
Top 1% by experience in Sarasota
Wells Fargo Advisors
46yrs
Top 1% by experience in Florida
Morgan Stanley
45yrs
Top 1% by experience in Florida