Peter F Santiago

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2004 → 01/2025
  Pruco Securities, Llc.
  Scarsdale, NY
• 10/2004 → 01/2025
  Prudential Insurance Company Of America
  Scarsdale, NY
• 04/2025 → Present
  Morgan Stanley
  Purchase, NY

Previous Registrations

• 2021-06-07 → 2025-01-02
  Pruco Securities, Llc.
  Newark, NJ
  White Plains, NY
  New York, NY
  Iselin, NJ
  Scarsdale, NY
  Newark, NJ
  Warrington, PA
  Warrington, PA
  Newark, NJ
  Scarsdale, NY

Other Businesses

*680432 - Nielsen; Investment related: No; New York, New York; Media Surveys; Survey Taker(proprietor, partner, officer, director, employee, trustee, agent); 3/2026; During business hours: 0; After business hours: 10; Opinions on Television

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-09-30
• S63 Uniform Securities Agent State Law Examination
  1995-11-29

Other Names

• Peter F Santiago
• Peter Fitzgerald Santiago