Peter M Altman
Senior Vice President, Wealth Management,
Financial Advisor
Direct:
(516) 683-3289(516) 683-3289
My Story and Services
Peter is a Senior Vice President and Financial Advisor at Morgan Stanley’s Garden City, NY office. He enjoys working with individuals and families, delivering personalized advice through a disciplined wealth management approach. Peter’s focus is relieving people of their financial stress by helping them navigate through big financial decisions. He is committed to delivering exceptional service as he counsels and advises his clients on retirement planning, investment management and Estate planning. Peter uses a holistic approach to deliver solutions that are tailored to his clients’ needs. Peter has built a successful practice that focuses on creating a supportive environment for clients to share their deepest concerns with someone who genuinely cares about their financial wellbeing.
Peter attended Towson University, earning his Bachelor of Science degree in business with a major in finance. He began his career on Wall Street as a Financial Advisor in 2001 for UBS and joined Morgan Stanley in 2009. Peter has enjoyed more than 20 years working in the financial services industry.
Peter has been married to his wife Laura for 16 years. They grew up together in Rockville Centre and have 3 boys. Peter (PJ) who is 13, Gavin who is 11 and Owen who is 9. He loves spending time with his family or watching his kids play football, basketball and lacrosse. When not on a sports field or basketball court, they all love relaxing at the beach together or playing golf as a family.
Peter is very involved in youth basketball in Rockville Centre where he volunteers his time to help over 1000 boys and girls participate in the league. He is also the President of The Brooklyn Benevolent Society which provides scholarship money for education within the NYC tri-state area. It is one of the oldest not for profits in the state of NY and was founded in 1845.
Peter attended Towson University, earning his Bachelor of Science degree in business with a major in finance. He began his career on Wall Street as a Financial Advisor in 2001 for UBS and joined Morgan Stanley in 2009. Peter has enjoyed more than 20 years working in the financial services industry.
Peter has been married to his wife Laura for 16 years. They grew up together in Rockville Centre and have 3 boys. Peter (PJ) who is 13, Gavin who is 11 and Owen who is 9. He loves spending time with his family or watching his kids play football, basketball and lacrosse. When not on a sports field or basketball court, they all love relaxing at the beach together or playing golf as a family.
Peter is very involved in youth basketball in Rockville Centre where he volunteers his time to help over 1000 boys and girls participate in the league. He is also the President of The Brooklyn Benevolent Society which provides scholarship money for education within the NYC tri-state area. It is one of the oldest not for profits in the state of NY and was founded in 1845.
Securities Agent: WA, NY, MA, GA, TX, SC, RI, MO, FL, AZ, AR, OH, NV, IA, WI, CT, CA, IN, WV, VA, NH, NC, MI, ME, MT, DC, MS, MN, MD, PA, NJ, DE, NM, KY, IL, CO, AL, TN, LA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1288037
NMLS#: 1288037
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
1200 Franklin Avenue 2nd
Fl
Garden City, NY 11530
US
Direct:
(516) 683-3289(516) 683-3289
Wealth Management
Global Investment Office
Portfolio Insights
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Peter M Altman today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
