Who is Peter Chieco (CRD#: 1096739)?
Peter Chieco works as a Senior Portfolio Management Director in Morgan Stanley’s Portfolio Management Group, where he provides discretionary investment management through a proprietary passive/active methodology. This combination of expert portfolio management and the ability to help identify, solve, and fulfill unique client and family needs serves as the foundation for Peter’s co-founding of Sound Shore Wealth Management Group.
Peter Chieco has dedicated himself to providing innovative solutions to complicated wealth concerns since entering the financial services industry in 1983. Peter Chieco was named one of Barron’s Top 1,200 Advisors in 2022 and one of the Financial Times’ Top 400 Financial Advisers in 2021 in appreciation of his client dedication. Peter has been a frequent guest lecturer and writer in numerous media venues around the United States, offering his seasoned opinions on investment methods and markets.
Peter Chieco earned a B.S. in finance from Fordham University. Following that, he acquired the Certified Investment Management Analyst accreditation from the Investment Management Consultants Association in collaboration with Wharton Business School at the University of Pennsylvania to further his knowledge of advanced portfolio construction. He is also a CERTIFIED FINANCIAL PLANNERTM and a Certified Divorce Financial Analyst.
About FIRM: Morgan Stanley
Morgan Stanley Wealth Management, an American multinational financial services corporation, specializes in retail brokerage and asset management. As a division of Morgan Stanley, it serves a wide range of clients, from individual investors and small-to-mid-sized businesses to large corporations, non-profit organizations, and family foundations. With a strong history and a proven track record, Morgan Stanley Wealth Management has become a leading choice for those seeking expert financial advice and guidance.
Early Beginnings: Smith Barney & Co.
Morgan Stanley Wealth Management has its roots in the 1938 merger of Charles D. Barney & Co. and Edward B. Smith & Co., which formed Smith Barney & Co. Charles D. Barney & Co., founded by Charles D. Barney in 1873, was a New York and Philadelphia-based firm that emerged from the failure of its predecessor, Jay Cooke & Company. Edward B. Smith & Co., founded in 1892, became a significant player in securities underwriting in 1934 after absorbing the professionals from the securities business of Guaranty Trust Company, following the passage of the Glass-Steagall Act.
Morgan Stanley Wealth Management offers a comprehensive suite of financial services to cater to the diverse needs of its clients. Some of these services include:
Investment Management
Morgan Stanley Wealth Management provides a wide range of investment options, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and more. Their financial advisors help clients develop tailored investment strategies to meet their specific financial goals and risk tolerance levels.
Financial Planning
Financial planning services offered by Morgan Stanley Wealth Management include retirement planning, education planning, estate planning, and more. Their financial advisors work with clients to understand their financial objectives and develop a comprehensive financial plan to help them achieve those goals.
What is a Financial Advisor?
A financial advisor is a specialist who offers professional financial advice to people looking to accomplish particular financial goals. You work with a financial advisor to develop a thorough financial plan that is specific to your situation, much like you would hire an architect to construct the blueprint for your home. Understanding your existing financial condition, including your income, costs, savings, and spending patterns, is a requirement for this collaboration.
Banking and Lending
Morgan Stanley Wealth Management offers banking and lending solutions, such as cash management accounts, mortgages, home equity loans, and lines of credit to help clients manage their day-to-day financial needs and achieve their long-term financial goals.
Insurance and Annuities
To help clients protect their financial future, Morgan Stanley Wealth Management offers insurance and annuity products, including life insurance, long-term care insurance, and annuities, designed to provide financial stability and peace of mind.
Philanthropy and Social Impact Investing
Morgan Stanley Wealth Management offers philanthropic advisory services and social impact investing options for clients who want to align their investments with their values and make a positive impact on society.
Peter Chieco Disclosures: BrokerCheck, FINRA, And SEC Reports
The brokerCheck report of Peter Chieco includes information such as employment history, professional qualification, disciplinary actions, criminal convictions, civil judgment, arbitration awards, and disclosure events.
There is no disclosure against Peter Chieco.
FINRA’s BrokerCheck
individual_1096739.pdf (finra.org)
SEC Litigations & Forms
Source: peter Chieco – SEC Site Search Search Results
Peter Chieco Lawsuits, Legal Battles, & Disputes
Most court cases filed in the United States of America are archived on CourtListener, UniCourt, Law.com, Justia, and Trellis. law, and Law360. If Peter Chieco has been involved in any such lawsuits, then you can find the documents using the links down below:
There might be more pending lawsuits against Peter Chieco which are not listed on these directories. Lawsuit files are often deleted from online directories. So if you cannot find any lawsuits against Peter Chieco on these websites, you can contact the local authorities and check if they have a physical copy of any cases.
CourtListener
UniCourt
Law.com
Law360.com
Trellis.law
Justia
Peter Chieco Complaints, Class Action Lawsuits & Legal Battles
The following websites/directories are the best sources for finding complaints, litigations, and disputes against finance advisors. You can find all the complaints against Peter Chieco using the websites down below:
Sonn Law Group
SEC.gov
White Law Group
MDF Law
Israels & Neuman, PLC
Klayman Toskes
You can contact the law firms mentioned above if facing issues with Peter Chieco or any financial advisor.
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Better Alternatives To Peter Chieco (By Experts):Find the top 3 alternatives to Peter Chieco
Manages Assets Worth
- $714,587,898,072
Services
- Financial planning
- Portfolio management
- Pension consulting
- Selection of other advisors
- Publication of periodicals
Manages Assets Worth
- $173,418,270,044
Services
- Financial planning
- Portfolio management
- Portfolio assessment
Manages Assets Worth
- $46,803,858,104
Services
- Portfolio management
