Peter Princi

Top Wealth + Best-in-State + Barron's 100 · rank 2 · Boston, Massachusetts · listed firm: Morgan Stanley | Graystone Consulting

Logo asset (hotlink-protected, view at source): https://graystone.morganstanley.com/permanent-b0b701/assets/images/graystoneconsulting-primary.57e5cef9.jpg

Identity & firm

• Firm — Graystone Consulting from Morgan Stanley (The Princi Group) (high)
  • “After his pitching days with the NY Mets minor league system, Peter joined Morgan Stanley in 1999 and has over 25 years' experience in the industry and is the founder of The Princi Group which has offices in Boston and N” — firm_official
  • “PETER BRENDON PRINCI - Broker at MORGAN STANLEY” — sec_finra_regulatory
• Parent company — Morgan Stanley (high)
  • “Current Employing Firm(s): Morgan Stanley (Firm CRD: 149777)” — sec_finra_regulatory
• Firm type — wirehouse (high)
  • “Registration Types: Broker-Dealer (BD) - registered since 6/1/2009; Investment Adviser (IA) - registered since 3/3/2014” — sec_finra_regulatory
• Team name — The Princi Group (high)
  • “The Princi Group at Graystone Consulting from Morgan Stanley combines the specialized expertise of a boutique consulting firm with the extensive resources of a global financial institution.” — firm_official
• Team size — 18 (medium)
  • “The page lists 18 team members across various roles (Managing Director through Client Service Associates).” — firm_official
• CRD — 2951200 (high)
  • “CRD Number: 2951200 — Full Name: Peter Brendon Princi” — sec_finra_regulatory
• Years experience — 26 (high)
  • “Years in Industry: Approximately 25 years (first registration date: 10/3/1999)” — sec_finra_regulatory
  • “Peter joined Morgan Stanley in 1999 and has over 25 years' experience in the industry” — firm_official
• Designations — CIMA (high)
  • “Peter is a graduate of Wake Forest University with a degree in Business Finance and has earned the CIMA® designation (Certified Investment Management Analyst) from The University of Pennsylvania Wharton School of Busines” — firm_official

Book of business

• Team AUM ($M) — 10800 (high)
  • “Assets Under Management: $10.8B (team assets custodied)” — forbes_shook
• Account minimum ($M) — 10 (high)
  • “Minimum Account Size: $10M for new business” — forbes_shook
• Typical client net worth ($M) — 40 (high)
  • “Typical Client Net Worth: $15-100M” — forbes_shook
• Client niche — institutional consulting (endowments, foundations, pensions, insurance assets) alongside ultra-high-net-worth families and family offices (high)
  • “The group consults on and manages over $30 billion of assets for institutional and high net worth clients.” — firm_official
  • “We collaborate closely with our institutional clients to develop customized investment solutions” — firm_official
• Custodians — gap: not_applicable
• Fee model — fee_plus_commission (medium)
  • “Registration Types: Broker-Dealer (BD) - registered since 6/1/2009; Investment Adviser (IA) - registered since 3/3/2014” — sec_finra_regulatory

Positioning & marketing

• Website url — https://advisor.morganstanley.com/the-princi-group-wealth-management (high)
  • “Website: advisor.morganstanley.com/the-princi-group” — forbes_shook
• Value proposition (verbatim) — The Princi Group at Graystone Consulting from Morgan Stanley combines the specialized expertise of a boutique consulting firm with the extensive resources of a global financial institution. (high)
  • “The Princi Group at Graystone Consulting from Morgan Stanley combines the specialized expertise of a boutique consulting firm with the extensive resources of a global financial institution.” — firm_official
  • “The intimacy of a boutique, coupled with the resources of Morgan Stanley” — firm_official
• Differentiators — boutique intimacy paired with global institutional resources, customized investment solutions built with institutional clients, capital preservation while optimizing growth potential, multigenerational wealth management specialization, dual institutional-consulting and private-wealth practice (high)
  • “Our commitment to staying ahead of the market trends enables us to assist our clients in preserving capital while optimizing growth potential” — firm_official
  • “The intimacy of a boutique, coupled with the resources of Morgan Stanley” — firm_official
• Content marketing — gap: not_found_after_search
• Has podcast — no (low)
  • “The search results provided do not contain any information about Peter Princi's podcast or book.” — firm_official
• Books published — 0 (low)
  • “Peter is a graduate of Wake Forest University with a degree in Business Finance and has earned the CIMA® designation (Certified Investment Management Analyst) from The University of Pennsylvania Wharton School of Busines” — firm_official
• Linkedin url — gap: not_found_after_search
• Social presence — none (low)
  • “Contact Information: Phone: 617-589-3229; Email: peter.b.princi@ms.com; Website: advisor.morganstanley.com/the-princi-group” — forbes_shook
• Press awards — Barron's 2026 Top 100 Financial Advisors, #13, Barron's 2026 Top 1500 Financial Advisors, #1 in MA, Barron's 2026 Top 250 Private Wealth Management Teams, #27, On Wall Street 2014 Top 40 Financial Advisors Under 40, #1, Registered Rep 2015 Top 40 Wirehouse Financial Advisors Under 40, #1 (high)
  • “Barron's 2026 'Top 100 Financial Advisors' ranking #13” — firm_official
  • “On Wall Street's 2014 'The Top 40 Financial Advisors Under 40' in the US ranking #1” — firm_official

Visual brand

• Has distinct logo — no (high)
  • “Logo: https://advisor.morganstanley.com/permanent-b0b701/assets/images/logo.85739d37.svg” — firm_official
• Logo url — https://graystone.morganstanley.com/permanent-b0b701/assets/images/graystoneconsulting-primary.57e5cef9.jpg (high)
  • “Logo: https://graystone.morganstanley.com/permanent-b0b701/assets/images/graystoneconsulting-primary.57e5cef9.jpg” — firm_official
• Visual brand notes — Morgan Stanley corporate template: navy/black on white, clean institutional sans-serif wordmark, formal headshots on neutral backgrounds, Boston skyline hero imagery. No team-specific palette or mark. (high)
  • “Professional corporate aesthetic: Morgan Stanley navy/black color scheme, clean typography, formal team photography (professional headshots on neutral backgrounds), institutional imagery.” — firm_official
  • “It is a very plain looking logo consisting of black text on a white background” — firm_official

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