AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
PS

Peter A. Santoro

Some features on this profile are disabled
CRD#: 4530915
PS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Peter Alphonso Santoro JR, who also goes by Pete Santoro, Peter Alphonso Santoro Jr., Peter Santoro, Peter Alphonso Santoro Jr Jr., was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 2003. Peter had worked at 7 firms and has passed the Series 63, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pete Santoro | Peter Alphonso Santoro Jr. | Peter Santoro | Peter Alphonso Santoro Jr Jr.

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 2, 2010 - May 15, 2017

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

May 15, 2009 - December 8, 2009

CITADEL SECURITIES LLC

BD
CRD#: 116797
NEW YORK, NY
Past

December 13, 2004 - July 17, 2008

CITIGROUP DERIVATIVES MARKETS INC.

BD
CRD#: 133084
MINNETONKA, MN
Past

December 10, 2004 - December 13, 2004

CITIGROUP DERIVATIVES MARKETS INC.

BD
CRD#: 133084
MINNETONKA, MN
Past

December 9, 2004 - July 14, 2008

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 20, 2004 - December 9, 2004

KNIGHT EXECUTION PARTNERS LLC

BD
CRD#: 104228
CHICAGO, IL
Past

January 6, 2004 - December 10, 2004

KNIGHT FINANCIAL PRODUCTS LLC

BD
CRD#: 37791
MINNETONKA, MN
Past

August 6, 2003 - December 10, 2004

KNIGHT CAPITAL AMERICAS, L.P.

BD
CRD#: 38599
JERSEY CITY, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/6/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/26/2004
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/30/2003
General Securities Principal Examination

Current Firm


MS
MORGAN STANLEY & CO. LLC
MORGAN STANLEY | MORGAN STANLEY DEAN WITTER | MORGAN STANLEY & CO., INCORPORATED | MORGAN STANLEY & CO. LLC | MORGAN STANLEY & CO. INCORPORATED

CRD#: 8209 / SEC#: , 8-15869

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1585 Broadway, New York, NY 10036-8293
Mailing Address
1300 Thames Street C/o Shared Services Compliance - Registration, Baltimore, MD 21231
Phone number
(212) 761-4000
Established
Delaware since 12/03/1969
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MORGAN STANLEY CAPITAL MANAGEMENT, LLCMEMBER
BERKE, MATTHEW EVANCHAIRMAN, PRESIDENT, CHIEF EXECUTIVE OFFICER, AND DIRECTOR2524594
BHAIMIA, ISMAIL OMARDIRECTOR6264162
DAMAST, EVAN SCOTTDIRECTOR3198635
HENNESSEY, JACQUELINE ATEXAS DESIGNATED PRINCIPAL2194034
KRAUSE, GARD JCHIEF COMPLIANCE OFFICER2284628
LYNN, GARY MICHAELPRINCIPAL FINANCIAL OFFICER2162411
MACEJKA, PATRICK NMNDIRECTOR2139145
MORANO, DAVIDPRINCIPAL OPERATIONS OFFICER2189287
STERN, MICHAEL ADIRECTOR4939073

Disclosures


Regulatory Event487
Civil Event5
Arbitration56

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MORGAN STANLEY & CO. LLC

CRD#: 8209

TRUST BUT VERIFY

Monitor Peter Santoro

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics