Peter Grimm Lease

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Red Bank, NJ
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Red Bank, NJ
• 2002-06-27 → 2007-04-02
  Morgan Stanley Dw Inc.
  Red Bank, NJ
  Red Bank, NJ

Other Businesses

Investment Related (Y or N): Y Business Address (City, State): Nantucket, MA Nature of the business: Real Estate/Property Rental Relationship/position: Sole Proprietor/ Owner/ Partner Start Date: 06/2016 Hours during trading hours: 0 Number of hours after business hours: 1 Description: Manage property & collect rent from tenants

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-01-18
• S63 Uniform Securities Agent State Law Examination
  1999-10-11